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FBKFX vs RLBAX
FBKFX vs RLBAX Comparison
Open Charts FBKFX vs RLBAX
Fidelity Balanced K6
Price$17.63
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.1B
American Funds American Balanced R1
Price$38.27
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
FBKFX vs RLBAX Comparison Chart in %
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FBKFX vs. RLBAX commentary
Sep 17, 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 FBKFX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FBKFX (2.1B). FBKFX pays higher dividends than RLBAX: FBKFX (1.84) vs RLBAX (1.15). FBKFX was incepted earlier than RLBAX: FBKFX (6 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FBKFX (0.32). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RLBAX: FBKFX (0) vs RLBAX (250). FBKFX annual gain was more profitable for investors over the last year : 12.61 vs. RLBAX (8.87). FBKFX return over 5 years is better than : 59.58 vs. RLBAX (38.39).
| FBKFX | RLBAX | FBKFX / RLBAX | |
| Total Expense Ratio | 0.32 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.32 | 1.31 | 24% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 11.616 | 12.810 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 263B | 1% |
| Annual Yield % from dividends | 1.84 | 1.15 | 160% |
| Returns for 1 year | 12.61 | 8.87 | 142% |
| Returns for 3 years | 52.28 | 40.53 | 129% |
| Returns for 5 years | 59.58 | 38.39 | 155% |
| Returns for 10 years | N/A | 71.54 | - |
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