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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$26.98
Change-$1.15 (-4.09%)
VolumeN/A
Net Assets54.3B
American Funds American Balanced R1
Price$31.96
Change-$1.21 (-3.65%)
VolumeN/A
Net Assets220.57B
FBALX vs RLBAX Comparison Chart
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FBALX vs. RLBAX commentary
Apr 06, 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: 221B vs. FBALX (54.3B). FBALX pays higher dividends than RLBAX: FBALX (1.79) vs RLBAX (1.27). FBALX was incepted earlier than RLBAX: FBALX (38 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 annual gain was more profitable for investors over the last year : -2.37 vs. FBALX (-3.04). FBALX return over 5 years is better than : 42.63 vs. RLBAX (36.44).
| FBALX | RLBAX | FBALX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.33 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.33 | 35% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | -8.314 | -5.910 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.3B | 221B | 25% |
| Annual Yield % from dividends | 1.79 | 1.27 | 140% |
| Returns for 1 year | -3.04 | -2.37 | 128% |
| Returns for 3 years | -0.98 | 4.34 | -23% |
| Returns for 5 years | 42.63 | 36.44 | 117% |
| Returns for 10 years | 29.30 | 36.66 | 80% |
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