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FBKFX vs RLBAX
FBKFX vs RLBAX Comparison
Open Charts FBKFX vs RLBAX
Fidelity Balanced K6
Price$17.79
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
FBKFX vs RLBAX Comparison Chart in %
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FBKFX vs. RLBAX commentary
Oct 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. FBKFX (2.15B). FBKFX pays higher dividends than RLBAX: FBKFX (1.79) vs RLBAX (1.10). 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 : 13.68 vs. RLBAX (9.12). FBKFX return over 5 years is better than : 57.61 vs. RLBAX (38.04).
| 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 | 12.819 | 13.770 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 266B | 1% |
| Annual Yield % from dividends | 1.79 | 1.10 | 163% |
| Returns for 1 year | 13.68 | 9.12 | 150% |
| Returns for 3 years | 61.28 | 47.98 | 128% |
| Returns for 5 years | 57.61 | 38.04 | 151% |
| Returns for 10 years | N/A | 68.72 | - |
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