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FBKFX vs RLEFX
FBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFX
Fidelity Balanced K6
Price$16.24
Change-$0.18 (-1.10%)
VolumeN/A
Net Assets2.16B
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
FBKFX vs RLEFX Comparison Chart
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FBKFX vs. RLEFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. FBKFX (2.16B). RLEFX pays higher dividends than FBKFX: RLEFX (2.42) vs FBKFX (1.67). FBKFX was incepted earlier than RLEFX: FBKFX (6 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 : 12.44 vs. RLEFX (9.42). FBKFX return over 5 years is better than : 53.66 vs. RLEFX (31.16).
| FBKFX | RLEFX | FBKFX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 1.754 | 2.915 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 242B | 1% |
| Annual Yield % from dividends | 1.67 | 2.42 | 69% |
| Returns for 1 year | 12.44 | 9.42 | 132% |
| Returns for 3 years | 24.63 | 18.08 | 136% |
| Returns for 5 years | 53.66 | 31.16 | 172% |
| Returns for 10 years | N/A | N/A | - |
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