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FBKFX vs RLBCX
FBKFX vs RLBCX Comparison
Open Charts FBKFX vs RLBCX
Fidelity Balanced K6
Price$15.22
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R3
Price$33.48
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
FBKFX vs RLBCX Comparison Chart
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FBKFX vs. RLBCX commentary
Apr 25, 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: 227B vs. FBKFX (2.15B). FBKFX pays higher dividends than RLBCX: FBKFX (2.04) vs RLBCX (1.69). 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: 171.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RLBCX: FBKFX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 3.84 vs. FBKFX (3.25). FBKFX return over 5 years is better than : 58.25 vs. RLBCX (33.97).
| 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 | -6.575 | -1.616 | 407% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 227B | 1% |
| Annual Yield % from dividends | 2.04 | 1.69 | 120% |
| Returns for 1 year | 3.25 | 3.84 | 85% |
| Returns for 3 years | 17.60 | 13.60 | 129% |
| Returns for 5 years | 58.25 | 33.97 | 171% |
| Returns for 10 years | N/A | 44.52 | - |