Ad is loading...
FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$20.13
Change-$0.40 (-1.95%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
FIKZX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIKZX vs. RLEFX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. FIKZX (9.28B). FIKZX pays higher dividends than RLEFX: FIKZX (2.47) vs RLEFX (2.16). FIKZX was incepted earlier than RLEFX: FIKZX (7 years) vs RLEFX (9 years). FIKZX (0.47) is less costly to investors than RLEFX (0.40). 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). FIKZX annual gain was more profitable for investors over the last year : 4.28 vs. RLEFX (1.58). RLEFX return over 5 years is better than : 47.40 vs. FIKZX (41.79).
| FIKZX | RLEFX | FIKZX / RLEFX | |
| Total Expense Ratio | 0.47 | 0.40 | 117% |
| Annual Report Gross Expense Ratio | 0.47 | 0.40 | 117% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 0.785 | -2.100 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 235B | 4% |
| Annual Yield % from dividends | 2.47 | 2.16 | 114% |
| Returns for 1 year | 4.28 | 1.58 | 271% |
| Returns for 3 years | 4.15 | 9.71 | 43% |
| Returns for 5 years | 41.79 | 47.40 | 88% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...