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FIKZX vs RLBBX
FIKZX vs RLBBX Comparison
Open Charts FIKZX vs RLBBX
Fidelity Advisor Asset Manager 50% Z
Price$21.49
Change-$0.08 (-0.37%)
VolumeN/A
Net Assets9.63B
American Funds American Balanced R2
Price$36.42
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
FIKZX vs RLBBX Comparison Chart in %
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FIKZX vs. RLBBX commentary
Jul 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. FIKZX (9.63B). FIKZX pays higher dividends than RLBBX: FIKZX (2.35) vs RLBBX (1.17). FIKZX was incepted earlier than RLBBX: FIKZX (7 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than FIKZX (0.47). RLBBX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (12.00). 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 : 6.57 vs. RLBBX (5.21). RLBBX return over 5 years is better than : 34.34 vs. FIKZX (26.79).
| FIKZX | RLBBX | FIKZX / RLBBX | |
| Total Expense Ratio | 0.47 | 1.32 | 36% |
| Annual Report Gross Expense Ratio | 0.47 | 1.32 | 36% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 7.025 | 7.232 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 252B | 4% |
| Annual Yield % from dividends | 2.35 | 1.17 | 200% |
| Returns for 1 year | 6.57 | 5.21 | 126% |
| Returns for 3 years | 24.28 | 32.35 | 75% |
| Returns for 5 years | 26.79 | 34.34 | 78% |
| Returns for 10 years | N/A | 54.73 | - |
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