Ad is loading...
FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$20.60
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets9.52B
American Funds American Balanced R5E
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets238.66B
FIKZX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKZX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 239B vs. FIKZX (9.52B). RLEFX pays higher dividends than FIKZX: RLEFX (2.42) vs FIKZX (2.18). FIKZX was incepted earlier than RLEFX: FIKZX (6 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. FIKZX (20.00). FIKZX has a lower initial minimum investment than RLEFX: FIKZX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 12.49 vs. FIKZX (9.52). RLEFX return over 5 years is better than : 30.88 vs. FIKZX (20.66).
| FIKZX | RLEFX | FIKZX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 1.129 | 1.953 | 58% |
| 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 | 2.42 | 90% |
| Returns for 1 year | 9.52 | 12.49 | 76% |
| Returns for 3 years | 3.03 | 12.81 | 24% |
| Returns for 5 years | 20.66 | 30.88 | 67% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...