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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$16.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$36.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FIQAX vs RLBAX Comparison Chart
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FIQAX vs. RLBAX commentary
Nov 12, 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 FIQAX is a StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. FIQAX (4.21B). FIQAX pays higher dividends than RLBAX: FIQAX (1.92) vs RLBAX (1.59). FIQAX was incepted earlier than RLBAX: FIQAX (6 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FIQAX (21.00). FIQAX has a lower initial minimum investment than RLBAX: FIQAX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 24.55 vs. FIQAX (21.61). FIQAX (34.98) and RLBAX (34.79) have equivalent 5 years return.
| FIQAX | RLBAX | FIQAX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 12.123 | 15.703 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 241B | 2% |
| Annual Yield % from dividends | 1.92 | 1.59 | 121% |
| Returns for 1 year | 21.61 | 24.55 | 88% |
| Returns for 3 years | 3.86 | 10.94 | 35% |
| Returns for 5 years | 34.98 | 34.79 | 101% |
| Returns for 10 years | N/A | 48.27 | - |
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