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FBKFX vs RLBCX
FBKFX vs RLBCX Comparison
Open Charts FBKFX vs RLBCX
Fidelity Balanced K6
Price$16.38
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R3
Price$35.15
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
FBKFX vs RLBCX Comparison Chart
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FBKFX vs. RLBCX commentary
Jan 23, 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: 242B vs. FBKFX (2.04B). RLBCX pays higher dividends than FBKFX: RLBCX (1.98) vs FBKFX (1.67). FBKFX was incepted earlier than RLBCX: FBKFX (6 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. FBKFX (33.00). 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 : 17.23 vs. RLBCX (12.08). FBKFX return over 5 years is better than : 57.61 vs. RLBCX (30.01).
| FBKFX | RLBCX | FBKFX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 2.632 | 3.049 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 242B | 1% |
| Annual Yield % from dividends | 1.67 | 1.98 | 85% |
| Returns for 1 year | 17.23 | 12.08 | 143% |
| Returns for 3 years | 23.63 | 15.11 | 156% |
| Returns for 5 years | 57.61 | 30.01 | 192% |
| Returns for 10 years | N/A | 53.64 | - |
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