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FBKFX vs RLBCX
FBKFX vs RLBCX Comparison
Open Charts FBKFX vs RLBCX
Fidelity Balanced K6
Price$17.25
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R3
Price$37.34
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets255.46B
FBKFX vs RLBCX Comparison Chart in %
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FBKFX vs. RLBCX commentary
Aug 28, 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: 255B vs. FBKFX (2.04B). FBKFX pays higher dividends than RLBCX: FBKFX (1.88) vs RLBCX (1.56). 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 : 10.48 vs. RLBCX (6.92). FBKFX return over 5 years is better than : 52.09 vs. RLBCX (35.08).
| 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 | 8.959 | 9.979 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 255B | 1% |
| Annual Yield % from dividends | 1.88 | 1.56 | 121% |
| Returns for 1 year | 10.48 | 6.92 | 151% |
| Returns for 3 years | 42.84 | 33.40 | 128% |
| Returns for 5 years | 52.09 | 35.08 | 149% |
| Returns for 10 years | N/A | 69.31 | - |
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