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FBKFX vs RLEFX
FBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFX
Fidelity Balanced K6
Price$16.38
Change+$0.04 (+0.24%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.50
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
FBKFX vs RLEFX Comparison Chart
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FBKFX vs. RLEFX commentary
Nov 23, 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: 238B vs. FBKFX (1.95B). 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 annual gain was more profitable for investors over the last year : 22.82 vs. RLEFX (21.00). FBKFX return over 5 years is better than : 64.87 vs. RLEFX (37.39).
| 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 | 17.321 | 15.097 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 238B | 1% |
| Annual Yield % from dividends | 1.67 | 2.42 | 69% |
| Returns for 1 year | 22.82 | 21.00 | 109% |
| Returns for 3 years | 15.51 | 12.54 | 124% |
| Returns for 5 years | 64.87 | 37.39 | 173% |
| Returns for 10 years | N/A | N/A | - |