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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-$0.36 (-1.69%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
FIKZX vs RLBAX Comparison Chart
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FIKZX vs. RLBAX commentary
Dec 19, 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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. FIKZX (9.73B). FIKZX pays higher dividends than RLBAX: FIKZX (2.18) vs RLBAX (1.59). FIKZX was incepted earlier than RLBAX: FIKZX (6 years) vs RLBAX (23 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). FIKZX (12.01) and RLBAX (11.90) have marching annual gain over last year. RLBAX return over 5 years is better than : 28.83 vs. FIKZX (23.06).
| FIKZX | RLBAX | FIKZX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 10.752 | 10.911 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.73B | 241B | 4% |
| Annual Yield % from dividends | 2.18 | 1.59 | 137% |
| Returns for 1 year | 12.01 | 11.90 | 101% |
| Returns for 3 years | 2.38 | 10.12 | 23% |
| Returns for 5 years | 23.06 | 28.83 | 80% |
| Returns for 10 years | N/A | 40.93 | - |
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