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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$21.20
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FIKZX vs RLBAX Comparison Chart
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FIKZX vs. RLBAX commentary
Jun 07, 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: 243B vs. FIKZX (9.42B). FIKZX pays higher dividends than RLBAX: FIKZX (2.43) vs RLBAX (1.23). 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). RLBAX (6.30) and FIKZX (6.30) have marching annual gain over last year. RLBAX return over 5 years is better than : 30.57 vs. FIKZX (25.40).
| 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 | 4.238 | 4.364 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 243B | 4% |
| Annual Yield % from dividends | 2.43 | 1.23 | 197% |
| Returns for 1 year | 6.30 | 6.30 | 100% |
| Returns for 3 years | 15.01 | 20.02 | 75% |
| Returns for 5 years | 25.40 | 30.57 | 83% |
| Returns for 10 years | N/A | 52.75 | - |
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