Ad is loading...
FBKFX vs RLBGX
FBKFX vs RLBGX Comparison
Open Charts FBKFX vs RLBGX
Fidelity Balanced K6
Price$16.08
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBKFX vs RLBGX Comparison Chart
Loading...
FBKFX vs. RLBGX commentary
Sep 21, 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: 236B vs. FBKFX (1.94B). RLBGX pays higher dividends than FBKFX: RLBGX (2.55) vs FBKFX (1.67). FBKFX was incepted earlier than RLBGX: FBKFX (5 years) vs RLBGX (15 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 (21.81) and RLBGX (21.42) have marching annual gain over last year. FBKFX return over 5 years is better than : 64.63 vs. RLBGX (39.44).
| FBKFX | RLBGX | FBKFX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 15 years | - |
| Gain YTD | 13.746 | 13.026 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 236B | 1% |
| Annual Yield % from dividends | 1.67 | 2.55 | 65% |
| Returns for 1 year | 21.81 | 21.42 | 102% |
| Returns for 3 years | 12.90 | 13.20 | 98% |
| Returns for 5 years | 64.63 | 39.44 | 164% |
| Returns for 10 years | N/A | 53.66 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MLGLX | 8.89 | 0.03 | +0.34% |
| Gabelli Media Mogul A | |||
| SSVIX | 25.30 | 0.06 | +0.24% |
| Columbia Select Small Cap Value Inst2 | |||
| GSCOX | 25.59 | 0.03 | +0.12% |
| Goldman Sachs Small Cap Gr Insghts C | |||
| CLGPX | 15.88 | -0.07 | -0.44% |
| Columbia Large Cap Growth Opp R | |||
| APHJX | 18.52 | -0.09 | -0.48% |
| Artisan International Small-Mid Instl | |||