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FBKFX vs RLBCX
FBKFX vs RLBCX Comparison
Open Charts FBKFX vs RLBCX
Fidelity Balanced K6
Price$15.67
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R3
Price$34.14
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets235.03B
FBKFX vs RLBCX Comparison Chart
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FBKFX vs. RLBCX commentary
Apr 04, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B 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). FBKFX annual gain was more profitable for investors over the last year : 6.06 vs. RLBCX (3.92). FBKFX return over 5 years is better than : 84.40 vs. RLBCX (47.99).
| 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 | -2.193 | 0.323 | -679% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 235B | 1% |
| Annual Yield % from dividends | 2.04 | 1.69 | 120% |
| Returns for 1 year | 6.06 | 3.92 | 155% |
| Returns for 3 years | 15.83 | 11.56 | 137% |
| Returns for 5 years | 84.40 | 47.99 | 176% |
| Returns for 10 years | N/A | 49.82 | - |
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