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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$20.60
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets9.52B
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets238.66B
FIKZX vs RLBAX Comparison Chart
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FIKZX vs. RLBAX commentary
Jan 19, 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 FIKZX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 239B vs. FIKZX (9.52B). FIKZX pays higher dividends than RLBAX: FIKZX (2.18) vs RLBAX (1.59). FIKZX was incepted earlier than RLBAX: FIKZX (6 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FIKZX (20.00). FIKZX has a lower initial minimum investment than RLBAX: FIKZX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 11.41 vs. FIKZX (9.52). RLBAX return over 5 years is better than : 25.82 vs. FIKZX (20.66).
| FIKZX | RLBAX | FIKZX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.129 | 1.911 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 239B | 4% |
| Annual Yield % from dividends | 2.18 | 1.59 | 137% |
| Returns for 1 year | 9.52 | 11.41 | 83% |
| Returns for 3 years | 3.03 | 10.53 | 29% |
| Returns for 5 years | 20.66 | 25.82 | 80% |
| Returns for 10 years | N/A | 49.89 | - |