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FBKFX vs RLEFX
FBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFX
Fidelity Balanced K6
Price$15.22
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets2.15B
American Funds American Balanced R5E
Price$33.24
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
FBKFX vs RLEFX Comparison Chart
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FBKFX vs. RLEFX commentary
Apr 25, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B 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 : 3.25 vs. RLEFX (1.84). FBKFX return over 5 years is better than : 58.25 vs. RLEFX (33.74).
| 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 | -6.575 | -3.738 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 225B | 1% |
| Annual Yield % from dividends | 2.04 | 2.16 | 94% |
| Returns for 1 year | 3.25 | 1.84 | 176% |
| Returns for 3 years | 17.60 | 12.56 | 140% |
| Returns for 5 years | 58.25 | 33.74 | 173% |
| Returns for 10 years | N/A | N/A | - |
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