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FBALX vs RLBFX
FBALX vs RLBFX Comparison
Open Charts FBALX vs RLBFX
Fidelity Balanced
Price$29.98
Change-$0.04 (-0.13%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.64
Change+$0.04 (+0.11%)
VolumeN/A
CapitalizationN/A
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FBALX vs RLBFX Comparison Chart
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FBALX vs. RLBFX commentary
Oct 18, 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 239B vs. FBALX (48.6B). RLBFX pays higher dividends than FBALX: RLBFX (2.50) vs FBALX (1.56). FBALX was incepted earlier than RLBFX: FBALX (38 years) vs RLBFX (22 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. FBALX (29.00). FBALX has a lower initial minimum investment than RLBFX: FBALX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 25.65 vs. FBALX (22.51). RLBFX return over 5 years is better than : 42.50 vs. FBALX (36.46).
| FBALX | RLBFX | FBALX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 22 years | - |
| Gain YTD | 12.985 | 15.594 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.6B | 239B | 20% |
| Annual Yield % from dividends | 1.56 | 2.50 | 62% |
| Returns for 1 year | 22.51 | 25.65 | 88% |
| Returns for 3 years | 6.06 | 15.23 | 40% |
| Returns for 5 years | 36.46 | 42.50 | 86% |
| Returns for 10 years | 51.67 | 63.45 | 81% |
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