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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$29.38
Change-$0.36 (-1.21%)
VolumeN/A
Net Assets53.54B
American Funds American Balanced R1
Price$34.54
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
FBALX vs RLBAX Comparison Chart
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FBALX vs. RLBAX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FBALX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. FBALX (53.5B). FBALX pays higher dividends than RLBAX: FBALX (1.83) vs RLBAX (1.28). FBALX was incepted earlier than RLBAX: FBALX (39 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FBALX (0.47). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than RLBAX: FBALX (0) vs RLBAX (250). FBALX annual gain was more profitable for investors over the last year : 4.45 vs. RLBAX (3.94). FBALX (34.42) and RLBAX (33.77) have equivalent 5 years return.
| FBALX | RLBAX | FBALX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.31 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.31 | 36% |
| Fund Existence | 39 years | 23 years | - |
| Gain YTD | 1.065 | 1.685 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.5B | 238B | 22% |
| Annual Yield % from dividends | 1.83 | 1.28 | 143% |
| Returns for 1 year | 4.45 | 3.94 | 113% |
| Returns for 3 years | 22.80 | 20.37 | 112% |
| Returns for 5 years | 34.42 | 33.77 | 102% |
| Returns for 10 years | 40.30 | 46.09 | 87% |
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