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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$19.21
Change-$0.22 (-1.13%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R1
Price$31.81
Change-$0.15 (-0.47%)
VolumeN/A
Net Assets220.57B
FIKZX vs RLBAX Comparison Chart
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FIKZX vs. RLBAX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 221B vs. FIKZX (9.28B). FIKZX pays higher dividends than RLBAX: FIKZX (2.47) vs RLBAX (1.27). FIKZX was incepted earlier than RLBAX: FIKZX (7 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FIKZX (0.47). 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). FIKZX annual gain was more profitable for investors over the last year : -0.48 vs. RLBAX (-3.35). FIKZX return over 5 years is better than : 34.72 vs. RLBAX (28.69).
| FIKZX | RLBAX | FIKZX / RLBAX | |
| Total Expense Ratio | 0.47 | 1.33 | 35% |
| Annual Report Gross Expense Ratio | 0.47 | 1.33 | 35% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -4.239 | -6.352 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 221B | 4% |
| Annual Yield % from dividends | 2.47 | 1.27 | 195% |
| Returns for 1 year | -0.48 | -3.35 | 14% |
| Returns for 3 years | 0.00 | 4.02 | 0% |
| Returns for 5 years | 34.72 | 28.69 | 121% |
| Returns for 10 years | N/A | 35.30 | - |
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