Ad is loading...
FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$21.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.92
Change+$0.08 (+0.22%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FIKZX vs RLEFX Comparison Chart
Loading...
FIKZX vs. RLEFX commentary
Nov 10, 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B 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 : 27.13 vs. FIKZX (20.06). RLEFX return over 5 years is better than : 40.33 vs. FIKZX (26.26).
| 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 | 10.648 | 16.773 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 241B | 4% |
| Annual Yield % from dividends | 2.18 | 2.42 | 90% |
| Returns for 1 year | 20.06 | 27.13 | 74% |
| Returns for 3 years | -0.23 | 13.24 | -2% |
| Returns for 5 years | 26.26 | 40.33 | 65% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ZROZ | 75.81 | 1.76 | +2.38% |
| PIMCO 25+ Year Zero Coupon US Trs ETF | |||
| XTR | 33.83 | 0.40 | +1.20% |
| Global X S&P 500® Tail Risk ETF | |||
| MBCC | 35.69 | 0.30 | +0.85% |
| Monarch Blue Chips Core ETF | |||
| SZNE | 38.87 | 0.05 | +0.13% |
| Pacer CFRA-Stovall Eq WghtSeasnlRottnETF | |||
| SMOT | 36.31 | -0.02 | -0.06% |
| VanEck Morningstar SMID Moat ETF | |||