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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$31.69
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets60.3B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
FBALX vs RLBAX Comparison Chart in %
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FBALX vs. RLBAX commentary
Oct 18, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. FBALX (60.3B). FBALX pays higher dividends than RLBAX: FBALX (1.63) vs RLBAX (1.10). 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). RLBAX (7.88) and FBALX (7.77) have marching annual gain over last year. RLBAX return over 5 years is better than : 37.54 vs. FBALX (29.19).
| 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 | 8.950 | 13.829 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3B | 265B | 23% |
| Annual Yield % from dividends | 1.63 | 1.10 | 148% |
| Returns for 1 year | 7.77 | 7.88 | 99% |
| Returns for 3 years | 50.77 | 48.34 | 105% |
| Returns for 5 years | 29.19 | 37.54 | 78% |
| Returns for 10 years | 66.93 | 67.35 | 99% |
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