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FIKZX vs RLBGX
FIKZX vs RLBGX Comparison
Open Charts FIKZX vs RLBGX
Fidelity Advisor Asset Manager 50% Z
Price$20.13
Change-$0.40 (-1.95%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
FIKZX vs RLBGX Comparison Chart
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FIKZX vs. RLBGX 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 235B vs. FIKZX (9.28B). FIKZX pays higher dividends than RLBGX: FIKZX (2.47) vs RLBGX (2.31). 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: 171.00 vs. FIKZX (20.00). FIKZX has a lower initial minimum investment than RLBGX: FIKZX (0) vs RLBGX (250). FIKZX annual gain was more profitable for investors over the last year : 4.28 vs. RLBGX (1.70). RLBGX return over 5 years is better than : 48.29 vs. FIKZX (41.79).
| 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 | 0.785 | -2.089 | -38% |
| 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 | 2.31 | 107% |
| Returns for 1 year | 4.28 | 1.70 | 252% |
| Returns for 3 years | 4.15 | 10.05 | 41% |
| Returns for 5 years | 41.79 | 48.29 | 87% |
| Returns for 10 years | N/A | 50.83 | - |
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