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FIKZX vs RLBGX
FIKZX vs RLBGX Comparison
Open Charts FIKZX vs RLBGX
Fidelity Advisor Asset Manager 50% Z
Price$21.87
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.62B
American Funds American Balanced R6
Price$37.08
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
FIKZX vs RLBGX Comparison Chart in %
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FIKZX vs. RLBGX commentary
Aug 08, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 253B vs. FIKZX (9.62B). FIKZX pays higher dividends than RLBGX: FIKZX (2.39) vs RLBGX (2.13). FIKZX was incepted earlier than RLBGX: FIKZX (7 years) vs RLBGX (16 years). FIKZX (0.47) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (12.00). FIKZX has a lower initial minimum investment than RLBGX: FIKZX (0) vs RLBGX (250). RLBGX (11.78) and FIKZX (11.41) have marching annual gain over last year. RLBGX return over 5 years is better than : 38.61 vs. FIKZX (25.09).
| FIKZX | RLBGX | FIKZX / RLBGX | |
| Total Expense Ratio | 0.47 | 0.25 | 188% |
| Annual Report Gross Expense Ratio | 0.47 | 0.25 | 188% |
| Fund Existence | 7 years | 16 years | - |
| Gain YTD | 8.216 | 8.787 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.62B | 253B | 4% |
| Annual Yield % from dividends | 2.39 | 2.13 | 112% |
| Returns for 1 year | 11.41 | 11.78 | 97% |
| Returns for 3 years | 19.91 | 32.10 | 62% |
| Returns for 5 years | 25.09 | 38.61 | 65% |
| Returns for 10 years | N/A | 67.05 | - |
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