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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$28.36
Change+$0.19 (+0.67%)
VolumeN/A
Net Assets54.3B
American Funds American Balanced R1
Price$33.49
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
FBALX vs RLBAX Comparison Chart
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FBALX vs. RLBAX commentary
Apr 28, 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: 231B vs. FBALX (54.3B). FBALX pays higher dividends than RLBAX: FBALX (1.79) vs RLBAX (1.27). FBALX was incepted earlier than RLBAX: FBALX (39 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FBALX (0.47). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than RLBAX: FBALX (0) vs RLBAX (250). RLBAX (4.06) and FBALX (3.90) have marching annual gain over last year. FBALX return over 5 years is better than : 34.28 vs. RLBAX (32.01).
| FBALX | RLBAX | FBALX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.33 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.33 | 35% |
| Fund Existence | 39 years | 23 years | - |
| Gain YTD | -3.624 | -1.406 | 258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.3B | 231B | 24% |
| Annual Yield % from dividends | 1.79 | 1.27 | 140% |
| Returns for 1 year | 3.90 | 4.06 | 96% |
| Returns for 3 years | 11.51 | 14.36 | 80% |
| Returns for 5 years | 34.28 | 32.01 | 107% |
| Returns for 10 years | 34.82 | 41.43 | 84% |