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FIKZX vs RLEFX
FIKZX vs RLEFX Comparison
Open Charts FIKZX vs RLEFX
Fidelity Advisor Asset Manager 50% Z
Price$20.89
Change-$0.14 (-0.67%)
VolumeN/A
Net Assets9.66B
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
FIKZX vs RLEFX Comparison Chart
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FIKZX vs. RLEFX commentary
Feb 23, 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: 242B vs. FIKZX (9.66B). 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 : 9.42 vs. FIKZX (7.82). RLEFX return over 5 years is better than : 31.16 vs. FIKZX (21.58).
| 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 | 2.553 | 2.915 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66B | 242B | 4% |
| Annual Yield % from dividends | 2.18 | 2.42 | 90% |
| Returns for 1 year | 7.82 | 9.42 | 83% |
| Returns for 3 years | 7.64 | 18.08 | 42% |
| Returns for 5 years | 21.58 | 31.16 | 69% |
| Returns for 10 years | N/A | N/A | - |
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