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FIKZX vs RLBGX
FIKZX vs RLBGX Comparison
Open Charts FIKZX vs RLBGX
Fidelity Advisor Asset Manager 50% Z
Price$22.60
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets9.97B
American Funds American Balanced R6
Price$39.13
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
FIKZX vs RLBGX Comparison Chart in %
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FIKZX vs. RLBGX 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 266B vs. FIKZX (9.97B). FIKZX pays higher dividends than RLBGX: FIKZX (2.29) vs RLBGX (2.05). 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 (10.33) and FIKZX (9.95) have marching annual gain over last year. RLBGX return over 5 years is better than : 44.59 vs. FIKZX (27.64).
| 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 | 12.771 | 15.216 | 84% |
| 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 | 2.05 | 112% |
| Returns for 1 year | 9.95 | 10.33 | 96% |
| Returns for 3 years | 36.49 | 53.27 | 69% |
| Returns for 5 years | 27.64 | 44.59 | 62% |
| Returns for 10 years | N/A | 81.20 | - |
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