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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$29.97
Change+$0.20 (+0.67%)
VolumeN/A
Net Assets56.88B
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
FBALX vs RLBAX Comparison Chart
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FBALX vs. RLBAX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. FBALX (56.9B). RLBAX (1.59) and FBALX (1.56) have matching dividends . FBALX was incepted earlier than RLBAX: FBALX (38 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FBALX (29.00). 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 : 13.52 vs. RLBAX (11.41). FBALX return over 5 years is better than : 27.49 vs. RLBAX (25.82).
| FBALX | RLBAX | FBALX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 1.387 | 1.911 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.9B | 240B | 24% |
| Annual Yield % from dividends | 1.56 | 1.59 | 98% |
| Returns for 1 year | 13.52 | 11.41 | 118% |
| Returns for 3 years | 7.55 | 10.53 | 72% |
| Returns for 5 years | 27.49 | 25.82 | 106% |
| Returns for 10 years | 47.84 | 49.89 | 96% |