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FIKZX vs RLBBX
FIKZX vs RLBBX Comparison
Open Charts FIKZX vs RLBBX
Fidelity Advisor Asset Manager 50% Z
Price$22.60
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets9.97B
American Funds American Balanced R2
Price$38.77
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
FIKZX vs RLBBX Comparison Chart in %
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FIKZX vs. RLBBX commentary
Oct 09, 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 StrongBuy and RLBBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. FIKZX (9.97B). FIKZX pays higher dividends than RLBBX: FIKZX (2.29) vs RLBBX (1.11). 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 : 9.95 vs. RLBBX (9.08). RLBBX return over 5 years is better than : 38.13 vs. FIKZX (27.64).
| 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 | 12.771 | 14.262 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.97B | 266B | 4% |
| Annual Yield % from dividends | 2.29 | 1.11 | 207% |
| Returns for 1 year | 9.95 | 9.08 | 110% |
| Returns for 3 years | 36.49 | 48.61 | 75% |
| Returns for 5 years | 27.64 | 38.13 | 72% |
| Returns for 10 years | N/A | 69.43 | - |
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