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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$22.60
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets9.97B
American Funds American Balanced R1
Price$38.73
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
FIKZX vs RLBAX Comparison Chart in %
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FIKZX vs. RLBAX commentary
Oct 09, 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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. FIKZX (9.97B). FIKZX pays higher dividends than RLBAX: FIKZX (2.29) vs RLBAX (1.10). 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 : 9.95 vs. RLBAX (9.08). RLBAX return over 5 years is better than : 38.13 vs. FIKZX (27.64).
| 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 | 12.771 | 14.271 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.97B | 266B | 4% |
| Annual Yield % from dividends | 2.29 | 1.10 | 207% |
| Returns for 1 year | 9.95 | 9.08 | 110% |
| Returns for 3 years | 36.49 | 48.64 | 75% |
| Returns for 5 years | 27.64 | 38.13 | 73% |
| Returns for 10 years | N/A | 69.46 | - |
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