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FBKFX vs RLBGX
FBKFX vs RLBGX Comparison
Open Charts FBKFX vs RLBGX
Fidelity Balanced K6
Price$16.23
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FBKFX vs RLBGX Comparison Chart
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FBKFX vs. RLBGX commentary
Jun 07, 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: 243B vs. FBKFX (2.2B). RLBGX pays higher dividends than FBKFX: RLBGX (2.23) vs FBKFX (1.92). 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: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RLBGX: FBKFX (0) vs RLBGX (250). RLBGX (7.49) and FBKFX (7.37) have marching annual gain over last year. FBKFX return over 5 years is better than : 54.63 vs. RLBGX (36.69).
| 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 | 1.735 | 4.838 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 243B | 1% |
| Annual Yield % from dividends | 1.92 | 2.23 | 86% |
| Returns for 1 year | 7.37 | 7.49 | 98% |
| Returns for 3 years | 30.41 | 23.19 | 131% |
| Returns for 5 years | 54.63 | 36.69 | 149% |
| Returns for 10 years | N/A | 62.42 | - |
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