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FIKZX vs RLBBX
FIKZX vs RLBBX Comparison
Open Charts FIKZX vs RLBBX
Fidelity Advisor Asset Manager 50% Z
Price$20.60
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets9.52B
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets238.66B
FIKZX vs RLBBX Comparison Chart
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FIKZX vs. RLBBX commentary
Jan 19, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 239B vs. FIKZX (9.52B). FIKZX pays higher dividends than RLBBX: FIKZX (2.18) vs RLBBX (1.58). FIKZX was incepted earlier than RLBBX: FIKZX (6 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. FIKZX (20.00). FIKZX has a lower initial minimum investment than RLBBX: FIKZX (0) vs RLBBX (250). RLBBX annual gain was more profitable for investors over the last year : 11.43 vs. FIKZX (9.52). RLBBX return over 5 years is better than : 25.81 vs. FIKZX (20.66).
| FIKZX | RLBBX | FIKZX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.129 | 1.909 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 239B | 4% |
| Annual Yield % from dividends | 2.18 | 1.58 | 138% |
| Returns for 1 year | 9.52 | 11.43 | 83% |
| Returns for 3 years | 3.03 | 10.54 | 29% |
| Returns for 5 years | 20.66 | 25.81 | 80% |
| Returns for 10 years | N/A | 49.88 | - |
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