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FBKFX vs RLBGX
FBKFX vs RLBGX Comparison
Open Charts FBKFX vs RLBGX
Fidelity Balanced K6
Price$16.38
Change+$0.04 (+0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.56
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
FBKFX vs RLBGX Comparison Chart
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FBKFX vs. RLBGX commentary
Nov 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 238B vs. FBKFX (1.95B). RLBGX pays higher dividends than FBKFX: RLBGX (2.55) vs FBKFX (1.67). FBKFX was incepted earlier than RLBGX: FBKFX (5 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 : 22.82 vs. RLBGX (21.19). FBKFX return over 5 years is better than : 64.87 vs. RLBGX (38.23).
| FBKFX | RLBGX | FBKFX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 17.321 | 15.271 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 238B | 1% |
| Annual Yield % from dividends | 1.67 | 2.55 | 65% |
| Returns for 1 year | 22.82 | 21.19 | 108% |
| Returns for 3 years | 15.51 | 12.92 | 120% |
| Returns for 5 years | 64.87 | 38.23 | 170% |
| Returns for 10 years | N/A | 53.73 | - |
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