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FBKFX vs RLBGX
FBKFX vs RLBGX Comparison
Open Charts FBKFX vs RLBGX
Fidelity Balanced K6
Price$15.20
Change-$0.47 (-3.00%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
FBKFX vs RLBGX Comparison Chart
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FBKFX vs. RLBGX commentary
Apr 04, 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 235B 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 : 6.06 vs. RLBGX (1.70). FBKFX return over 5 years is better than : 84.40 vs. RLBGX (48.29).
| 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 | -2.193 | -2.089 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 235B | 1% |
| Annual Yield % from dividends | 2.04 | 2.31 | 88% |
| Returns for 1 year | 6.06 | 1.70 | 357% |
| Returns for 3 years | 15.83 | 10.05 | 157% |
| Returns for 5 years | 84.40 | 48.29 | 175% |
| Returns for 10 years | N/A | 50.83 | - |
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