Interact to see
Advertisement
Advertisement
FBKFX vs RLBGX
FBKFX vs RLBGX Comparison
Open Charts FBKFX vs RLBGX
Fidelity Balanced K6
Price$16.76
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets2.25B
American Funds American Balanced R6
Price$36.90
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
FBKFX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FBKFX vs. RLBGX commentary
Jul 21, 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. FBKFX (2.25B). RLBGX pays higher dividends than FBKFX: RLBGX (2.15) vs FBKFX (1.84). 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). FBKFX annual gain was more profitable for investors over the last year : 9.74 vs. RLBGX (7.87). FBKFX return over 5 years is better than : 57.81 vs. RLBGX (40.88).
| 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 | 6.048 | 8.259 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 252B | 1% |
| Annual Yield % from dividends | 1.84 | 2.15 | 86% |
| Returns for 1 year | 9.74 | 7.87 | 124% |
| Returns for 3 years | 41.80 | 35.18 | 119% |
| Returns for 5 years | 57.81 | 40.88 | 141% |
| Returns for 10 years | N/A | 65.84 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FERAX | 11.80 | 0.02 | +0.17% |
| First Eagle Global Real Assets A | |||
| WFEDX | 14.59 | 0.01 | +0.07% |
| Allspring International Equity Admin | |||
| WPVLX | 33.52 | -0.04 | -0.12% |
| Weitz Multi Cap Equity-Investor Cl | |||
| JGAVX | 87.07 | -0.12 | -0.14% |
| JPMorgan US Value R3 | |||
| NWKDX | 80.77 | -1.04 | -1.27% |
| Nationwide Geneva Small Cap Gr Instl Svc | |||