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FBALX vs RLBAX
FBALX vs RLBAX Comparison
Open Charts FBALX vs RLBAX
Fidelity Balanced
Price$31.58
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets58.11B
American Funds American Balanced R1
Price$36.77
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.84B
FBALX vs RLBAX Comparison Chart in %
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FBALX vs. RLBAX commentary
Aug 13, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 254B vs. FBALX (58.1B). FBALX pays higher dividends than RLBAX: FBALX (1.70) vs RLBAX (1.17). 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). FBALX annual gain was more profitable for investors over the last year : 10.42 vs. RLBAX (8.74). RLBAX return over 5 years is better than : 32.27 vs. FBALX (27.39).
| 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 | 7.929 | 8.388 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.1B | 254B | 23% |
| Annual Yield % from dividends | 1.70 | 1.17 | 145% |
| Returns for 1 year | 10.42 | 8.74 | 119% |
| Returns for 3 years | 22.88 | 26.32 | 87% |
| Returns for 5 years | 27.39 | 32.27 | 85% |
| Returns for 10 years | 52.51 | 58.06 | 90% |