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FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$20.90
Change-$0.36 (-1.69%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
FIKZX vs RLEFX Comparison Chart
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FIKZX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. FIKZX (9.73B). 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 : 12.69 vs. FIKZX (12.01). RLEFX return over 5 years is better than : 33.70 vs. FIKZX (23.06).
| 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 | 10.752 | 11.668 | 92% |
| 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 | 2.42 | 90% |
| Returns for 1 year | 12.01 | 12.69 | 95% |
| Returns for 3 years | 2.38 | 12.14 | 20% |
| Returns for 5 years | 23.06 | 33.70 | 68% |
| Returns for 10 years | N/A | N/A | - |
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