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FIKZX vs RLBAX
FIKZX vs RLBAX Comparison
Open Charts FIKZX vs RLBAX
Fidelity Advisor Asset Manager 50% Z
Price$22.61
Change+$0.17 (+0.76%)
VolumeN/A
Net Assets10.08B
American Funds American Balanced R1
Price$38.75
Change+$0.47 (+1.23%)
VolumeN/A
Net Assets262.57B
FIKZX vs RLBAX Comparison Chart in %
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FIKZX vs. RLBAX commentary
Nov 25, 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: 263B vs. FIKZX (10.1B). FIKZX pays higher dividends than RLBAX: FIKZX (2.29) vs RLBAX (1.08). FIKZX was incepted earlier than RLBAX: FIKZX (7 years) vs RLBAX (24 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 (8.81) and RLBAX (8.47) have marching annual gain over last year. RLBAX return over 5 years is better than : 34.25 vs. FIKZX (22.33).
| 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 | 24 years | - |
| Gain YTD | 11.972 | 14.331 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 263B | 4% |
| Annual Yield % from dividends | 2.29 | 1.08 | 211% |
| Returns for 1 year | 8.81 | 8.47 | 104% |
| Returns for 3 years | 27.98 | 37.40 | 75% |
| Returns for 5 years | 22.33 | 34.25 | 65% |
| Returns for 10 years | N/A | 64.79 | - |
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