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FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$21.87
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.62B
American Funds American Balanced R5E
Price$37.02
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
FIKZX vs RLEFX Comparison Chart in %
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FIKZX vs. RLEFX commentary
Aug 08, 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: 253B vs. FIKZX (9.62B). FIKZX pays higher dividends than RLEFX: FIKZX (2.39) vs RLEFX (2.00). 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 (11.61) and FIKZX (11.41) have marching annual gain over last year. RLEFX return over 5 years is better than : 37.74 vs. FIKZX (25.09).
| 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 | 8.216 | 8.693 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.62B | 253B | 4% |
| Annual Yield % from dividends | 2.39 | 2.00 | 119% |
| Returns for 1 year | 11.41 | 11.61 | 98% |
| Returns for 3 years | 19.91 | 31.57 | 63% |
| Returns for 5 years | 25.09 | 37.74 | 66% |
| Returns for 10 years | N/A | N/A | - |
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