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FIKZX vs RLBGX
FIKZX vs RLBGX Comparison
Open Charts FIKZX vs RLBGX
Fidelity Advisor Asset Manager 50% Z
Price$21.20
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FIKZX vs RLBGX Comparison Chart
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FIKZX vs. RLBGX commentary
Jun 07, 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: 243B vs. FIKZX (9.42B). FIKZX pays higher dividends than RLBGX: FIKZX (2.43) vs RLBGX (2.23). 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 annual gain was more profitable for investors over the last year : 7.49 vs. FIKZX (6.30). RLBGX return over 5 years is better than : 36.69 vs. FIKZX (25.40).
| 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 | 4.238 | 4.838 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 243B | 4% |
| Annual Yield % from dividends | 2.43 | 2.23 | 109% |
| Returns for 1 year | 6.30 | 7.49 | 84% |
| Returns for 3 years | 15.01 | 23.19 | 65% |
| Returns for 5 years | 25.40 | 36.69 | 69% |
| Returns for 10 years | N/A | 62.42 | - |
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