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FBKFX vs RLEFX
FBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFX
Fidelity Balanced K6
Price$15.67
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R5E
Price$34.33
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
FBKFX vs RLEFX Comparison Chart
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FBKFX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. FBKFX (2.15B). RLEFX pays higher dividends than FBKFX: RLEFX (2.16) vs FBKFX (2.04). FBKFX was incepted earlier than RLEFX: FBKFX (6 years) vs RLEFX (9 years). RLEFX (0.40) is less costly to investors than FBKFX (0.32). RLEFX is a more actively managed with annual turnover of: 171.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than RLEFX: FBKFX (0) vs RLEFX (250). FBKFX annual gain was more profitable for investors over the last year : 6.06 vs. RLEFX (4.47). FBKFX return over 5 years is better than : 84.40 vs. RLEFX (51.23).
| FBKFX | RLEFX | FBKFX / RLEFX | |
| Total Expense Ratio | 0.32 | 0.40 | 80% |
| Annual Report Gross Expense Ratio | 0.32 | 0.40 | 80% |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | -2.193 | 0.446 | -492% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 234B | 1% |
| Annual Yield % from dividends | 2.04 | 2.16 | 94% |
| Returns for 1 year | 6.06 | 4.47 | 136% |
| Returns for 3 years | 15.83 | 12.95 | 122% |
| Returns for 5 years | 84.40 | 51.23 | 165% |
| Returns for 10 years | N/A | N/A | - |
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