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FBKFX vs RLBGX
FBKFX vs RLBGX Comparison
Open Charts FBKFX vs RLBGX
Fidelity Balanced K6
Price$16.45
Change+$0.04 (+0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FBKFX vs RLBGX Comparison Chart
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FBKFX vs. RLBGX commentary
Nov 09, 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 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 (26.90) and RLBGX (26.12) have marching annual gain over last year. FBKFX return over 5 years is better than : 66.83 vs. RLBGX (40.83).
| 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 | 17.824 | 16.662 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | N/A | - |
| Annual Yield % from dividends | 1.67 | 2.55 | 65% |
| Returns for 1 year | 26.90 | 26.12 | 103% |
| Returns for 3 years | 14.84 | 13.51 | 110% |
| Returns for 5 years | 66.83 | 40.83 | 164% |
| Returns for 10 years | N/A | 57.62 | - |
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