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FIKZX vs RLBGX
FIKZX vs RLBGX Comparison
Open Charts FIKZX vs RLBGX
Fidelity Advisor Asset Manager 50% Z
Price$20.90
Change-$0.36 (-1.69%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.27
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
FIKZX vs RLBGX Comparison Chart
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FIKZX vs. RLBGX commentary
Dec 19, 2024
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: 241B vs. FIKZX (9.73B). 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 : 12.83 vs. FIKZX (12.01). RLBGX return over 5 years is better than : 34.51 vs. FIKZX (23.06).
| 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 | 10.752 | 11.811 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.73B | 241B | 4% |
| Annual Yield % from dividends | 2.18 | 2.55 | 85% |
| Returns for 1 year | 12.01 | 12.83 | 94% |
| Returns for 3 years | 2.38 | 12.48 | 19% |
| Returns for 5 years | 23.06 | 34.51 | 67% |
| Returns for 10 years | N/A | 49.12 | - |