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FIKZX vs RLBGX
FIKZX vs RLBGX Comparison
Open Charts FIKZX vs RLBGX
Fidelity Advisor Asset Manager 50% Z
Price$20.60
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets9.52B
American Funds American Balanced R6
Price$35.03
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets238.66B
FIKZX vs RLBGX Comparison Chart
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FIKZX vs. RLBGX commentary
Jan 19, 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 239B vs. FIKZX (9.52B). RLBGX pays higher dividends than FIKZX: RLBGX (2.55) vs FIKZX (2.18). FIKZX was incepted earlier than RLBGX: FIKZX (6 years) vs RLBGX (16 years). 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). RLBGX annual gain was more profitable for investors over the last year : 12.67 vs. FIKZX (9.52). RLBGX return over 5 years is better than : 31.72 vs. FIKZX (20.66).
| FIKZX | RLBGX | FIKZX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 16 years | - |
| Gain YTD | 1.129 | 1.980 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 239B | 4% |
| Annual Yield % from dividends | 2.18 | 2.55 | 85% |
| Returns for 1 year | 9.52 | 12.67 | 75% |
| Returns for 3 years | 3.03 | 13.23 | 23% |
| Returns for 5 years | 20.66 | 31.72 | 65% |
| Returns for 10 years | N/A | 59.02 | - |