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FBKFX vs RLBCX
FBKFX vs RLBCX Comparison
Open Charts FBKFX vs RLBCX
Fidelity Balanced K6
Price$16.23
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R3
Price$35.58
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FBKFX vs RLBCX Comparison Chart
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FBKFX vs. RLBCX commentary
Jun 07, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 243B vs. FBKFX (2.2B). FBKFX pays higher dividends than RLBCX: FBKFX (1.92) vs RLBCX (1.63). FBKFX was incepted earlier than RLBCX: FBKFX (6 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than FBKFX (0.32). RLBCX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RLBCX: FBKFX (0) vs RLBCX (250). FBKFX annual gain was more profitable for investors over the last year : 7.37 vs. RLBCX (6.77). FBKFX return over 5 years is better than : 54.63 vs. RLBCX (32.95).
| FBKFX | RLBCX | FBKFX / RLBCX | |
| Total Expense Ratio | 0.32 | 0.89 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 0.89 | 36% |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.735 | 4.555 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 243B | 1% |
| Annual Yield % from dividends | 1.92 | 1.63 | 117% |
| Returns for 1 year | 7.37 | 6.77 | 109% |
| Returns for 3 years | 30.41 | 21.28 | 143% |
| Returns for 5 years | 54.63 | 32.95 | 166% |
| Returns for 10 years | N/A | 56.45 | - |
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