Ad is loading...
FBKFX vs RLEFX
FBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFX
Fidelity Balanced K6
Price$16.08
Change-$0.03 (-0.19%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBKFX vs RLEFX Comparison Chart
Loading...
FBKFX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. FBKFX (1.94B). RLEFX pays higher dividends than FBKFX: RLEFX (2.42) vs FBKFX (1.67). FBKFX was incepted earlier than RLEFX: FBKFX (5 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. FBKFX (33.00). FBKFX has a lower initial minimum investment than RLEFX: FBKFX (0) vs RLEFX (250). FBKFX (21.81) and RLEFX (21.19) have marching annual gain over last year. FBKFX return over 5 years is better than : 64.63 vs. RLEFX (38.64).
| FBKFX | RLEFX | FBKFX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 13.746 | 12.883 | 107% |
| 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 | 2.42 | 69% |
| Returns for 1 year | 21.81 | 21.19 | 103% |
| Returns for 3 years | 12.90 | 12.81 | 101% |
| Returns for 5 years | 64.63 | 38.64 | 167% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...