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FBKFX vs RLEFX
FBKFX vs RLEFX Comparison
Open Charts FBKFX vs RLEFX
Fidelity Balanced K6
Price$16.13
Change+$0.06 (+0.37%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.53
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
FBKFX vs RLEFX Comparison Chart
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FBKFX vs. RLEFX commentary
Dec 24, 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. FBKFX (2.07B). 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 : 16.91 vs. RLEFX (10.90). FBKFX return over 5 years is better than : 58.87 vs. RLEFX (31.64).
| 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 | 16.419 | 10.417 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 236B | 1% |
| Annual Yield % from dividends | 1.67 | 2.42 | 69% |
| Returns for 1 year | 16.91 | 10.90 | 155% |
| Returns for 3 years | 14.61 | 9.51 | 154% |
| Returns for 5 years | 58.87 | 31.64 | 186% |
| Returns for 10 years | N/A | N/A | - |