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FIKZX vs RLBBX
FIKZX vs RLBBX Comparison
Open Charts FIKZX vs RLBBX
Fidelity Advisor Asset Manager 50% Z
Price$20.13
Change-$0.40 (-1.95%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R2
Price$33.21
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
FIKZX vs RLBBX Comparison Chart
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FIKZX vs. RLBBX commentary
Apr 05, 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 Buy and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. FIKZX (9.28B). FIKZX pays higher dividends than RLBBX: FIKZX (2.47) vs RLBBX (1.27). FIKZX was incepted earlier than RLBBX: FIKZX (7 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than FIKZX (0.47). 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). FIKZX annual gain was more profitable for investors over the last year : 4.28 vs. RLBBX (0.60). FIKZX (41.79) and RLBBX (41.66) have equivalent 5 years return.
| FIKZX | RLBBX | FIKZX / RLBBX | |
| 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 | 0.785 | -2.343 | -34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 235B | 4% |
| Annual Yield % from dividends | 2.47 | 1.27 | 195% |
| Returns for 1 year | 4.28 | 0.60 | 715% |
| Returns for 3 years | 4.15 | 7.26 | 57% |
| Returns for 5 years | 41.79 | 41.66 | 100% |
| Returns for 10 years | N/A | 41.83 | - |
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