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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$21.49
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets9.63B
American Funds American Balanced R1
Price$36.37
Change-$0.15 (-0.41%)
VolumeN/A
Net Assets252.32B
FIKZX vs RLBAX Comparison Chart in %
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FIKZX vs. RLBAX commentary
Jul 16, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. FIKZX (9.63B). FIKZX pays higher dividends than RLBAX: FIKZX (2.35) vs RLBAX (1.18). FIKZX was incepted earlier than RLBAX: FIKZX (7 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FIKZX (0.47). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (12.00). FIKZX has a lower initial minimum investment than RLBAX: FIKZX (0) vs RLBAX (250). FIKZX annual gain was more profitable for investors over the last year : 6.57 vs. RLBAX (5.16). RLBAX return over 5 years is better than : 34.25 vs. FIKZX (26.79).
| FIKZX | RLBAX | FIKZX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.31 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.31 | 36% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 7.025 | 7.209 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 252B | 4% |
| Annual Yield % from dividends | 2.35 | 1.18 | 199% |
| Returns for 1 year | 6.57 | 5.16 | 127% |
| Returns for 3 years | 24.28 | 32.33 | 75% |
| Returns for 5 years | 26.79 | 34.25 | 78% |
| Returns for 10 years | N/A | 54.65 | - |
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