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FBKFX vs RLBGX
FBKFX vs RLBGX Comparison
Open Charts FBKFX vs RLBGX
Fidelity Balanced K6
Price$15.22
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
FBKFX vs RLBGX Comparison Chart
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FBKFX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 227B vs. FBKFX (2.15B). RLBGX pays higher dividends than FBKFX: RLBGX (2.31) vs FBKFX (2.04). FBKFX was incepted earlier than RLBGX: FBKFX (6 years) vs RLBGX (16 years). FBKFX (0.32) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RLBGX: FBKFX (0) vs RLBGX (250). FBKFX annual gain was more profitable for investors over the last year : 3.25 vs. RLBGX (2.00). FBKFX return over 5 years is better than : 58.25 vs. RLBGX (34.55).
| FBKFX | RLBGX | FBKFX / RLBGX | |
| Total Expense Ratio | 0.32 | 0.25 | 128% |
| Annual Report Gross Expense Ratio | 0.32 | 0.25 | 128% |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | -6.575 | -3.697 | 178% |
| 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 | 2.31 | 88% |
| Returns for 1 year | 3.25 | 2.00 | 163% |
| Returns for 3 years | 17.60 | 12.98 | 136% |
| Returns for 5 years | 58.25 | 34.55 | 169% |
| Returns for 10 years | N/A | 46.24 | - |