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FBKFX vs RLEFX
FBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFX
Fidelity Balanced K6
Price$16.65
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets2.2B
American Funds American Balanced R5E
Price$36.48
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets250.05B
FBKFX vs RLEFX Comparison Chart in %
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FBKFX vs. RLEFX commentary
Jun 30, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 250B vs. FBKFX (2.2B). RLEFX pays higher dividends than FBKFX: RLEFX (2.09) vs FBKFX (1.92). FBKFX was incepted earlier than RLEFX: FBKFX (6 years) vs RLEFX (10 years). RLEFX (0.39) is less costly to investors than FBKFX (0.32). RLEFX is a more actively managed with annual turnover of: 44.00 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 : 9.00 vs. RLEFX (7.82). FBKFX return over 5 years is better than : 65.02 vs. RLEFX (44.26).
| FBKFX | RLEFX | FBKFX / RLEFX | |
| Total Expense Ratio | 0.32 | 0.39 | 82% |
| Annual Report Gross Expense Ratio | 0.32 | 0.39 | 82% |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 4.820 | 7.107 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 250B | 1% |
| Annual Yield % from dividends | 1.92 | 2.09 | 92% |
| Returns for 1 year | 9.00 | 7.82 | 115% |
| Returns for 3 years | 43.56 | 34.76 | 125% |
| Returns for 5 years | 65.02 | 44.26 | 147% |
| Returns for 10 years | N/A | N/A | - |
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