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FBKFX vs RLBGX
FBKFX vs RLBGX Comparison
Open Charts FBKFX vs RLBGX
Fidelity Balanced K6
Price$16.38
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R6
Price$35.41
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
FBKFX vs RLBGX Comparison Chart
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FBKFX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. FBKFX (2.04B). RLBGX pays higher dividends than FBKFX: RLBGX (2.55) vs FBKFX (1.67). FBKFX was incepted earlier than RLBGX: FBKFX (6 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. FBKFX (33.00). 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 : 17.23 vs. RLBGX (12.83). FBKFX return over 5 years is better than : 57.61 vs. RLBGX (33.65).
| FBKFX | RLBGX | FBKFX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 2.632 | 3.086 | 85% |
| 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 | 2.55 | 65% |
| Returns for 1 year | 17.23 | 12.83 | 134% |
| Returns for 3 years | 23.63 | 16.78 | 141% |
| Returns for 5 years | 57.61 | 33.65 | 171% |
| Returns for 10 years | N/A | 59.19 | - |
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