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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$30.01
Change-$0.67 (-2.18%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
FBALX vs RLBAX Comparison Chart
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FBALX vs. RLBAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. FBALX (56.4B). 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 : 15.75 vs. RLBAX (8.86). FBALX return over 5 years is better than : 34.27 vs. RLBAX (25.61).
| 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 | 15.469 | 8.411 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.4B | 241B | 23% |
| Annual Yield % from dividends | 1.56 | 1.59 | 98% |
| Returns for 1 year | 15.75 | 8.86 | 178% |
| Returns for 3 years | 8.16 | 7.63 | 107% |
| Returns for 5 years | 34.27 | 25.61 | 134% |
| Returns for 10 years | 48.61 | 37.76 | 129% |
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