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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$20.90
Change-$0.14 (-0.67%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
FIKZX vs RLBAX Comparison Chart
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FIKZX vs. RLBAX commentary
Nov 18, 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 FIKZX is a Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B 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 (22 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 : 19.99 vs. FIKZX (15.34). RLBAX return over 5 years is better than : 30.92 vs. FIKZX (23.50).
| FIKZX | RLBAX | FIKZX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 8.877 | 13.297 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 236B | 4% |
| Annual Yield % from dividends | 2.18 | 1.59 | 137% |
| Returns for 1 year | 15.34 | 19.99 | 77% |
| Returns for 3 years | -1.35 | 8.70 | -16% |
| Returns for 5 years | 23.50 | 30.92 | 76% |
| Returns for 10 years | N/A | 44.74 | - |