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FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$21.20
Change+$0.05 (+0.24%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FIKZX vs RLEFX Comparison Chart
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FIKZX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. FIKZX (9.42B). FIKZX pays higher dividends than RLEFX: FIKZX (2.43) vs RLEFX (2.09). FIKZX was incepted earlier than RLEFX: FIKZX (7 years) vs RLEFX (10 years). FIKZX (0.47) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (12.00). 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 : 7.31 vs. FIKZX (6.30). RLEFX return over 5 years is better than : 35.83 vs. FIKZX (25.40).
| FIKZX | RLEFX | FIKZX / RLEFX | |
| Total Expense Ratio | 0.47 | 0.39 | 121% |
| Annual Report Gross Expense Ratio | 0.47 | 0.39 | 121% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 4.238 | 4.776 | 89% |
| 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 | 2.09 | 116% |
| Returns for 1 year | 6.30 | 7.31 | 86% |
| Returns for 3 years | 15.01 | 22.75 | 66% |
| Returns for 5 years | 25.40 | 35.83 | 71% |
| Returns for 10 years | N/A | N/A | - |
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