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FBKFX vs RLBAX
FBKFX vs RLBAX Comparison
Open Charts FBKFX vs RLBAX
Fidelity Balanced K6
Price$17.20
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
FBKFX vs RLBAX Comparison Chart in %
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FBKFX vs. RLBAX commentary
Nov 20, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FBKFX (2.2B). FBKFX pays higher dividends than RLBAX: FBKFX (1.82) vs RLBAX (1.08). 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). FBKFX is a more actively managed with annual turnover of: 53.00 vs. RLBAX (44.00). FBKFX has a lower initial minimum investment than RLBAX: FBKFX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.15 vs. FBKFX (7.73). FBKFX return over 5 years is better than : 48.72 vs. RLBAX (34.46).
| 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 | 9.385 | 13.298 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 263B | 1% |
| Annual Yield % from dividends | 1.82 | 1.08 | 168% |
| Returns for 1 year | 7.73 | 8.15 | 95% |
| Returns for 3 years | 50.80 | 38.05 | 133% |
| Returns for 5 years | 48.72 | 34.46 | 141% |
| Returns for 10 years | N/A | 63.50 | - |
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