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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$16.11
Change+$0.03 (+0.19%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.04
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
FIQAX vs RLBAX Comparison Chart
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FIQAX vs. RLBAX commentary
Dec 24, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. FIQAX (4.37B). FIQAX pays higher dividends than RLBAX: FIQAX (1.92) vs RLBAX (1.59). FIQAX was incepted earlier than RLBAX: FIQAX (6 years) vs RLBAX (23 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). FIQAX annual gain was more profitable for investors over the last year : 10.90 vs. RLBAX (9.35). FIQAX return over 5 years is better than : 28.27 vs. RLBAX (25.98).
| FIQAX | RLBAX | FIQAX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 10.137 | 8.731 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37B | 236B | 2% |
| Annual Yield % from dividends | 1.92 | 1.59 | 121% |
| Returns for 1 year | 10.90 | 9.35 | 117% |
| Returns for 3 years | 4.27 | 7.62 | 56% |
| Returns for 5 years | 28.27 | 25.98 | 109% |
| Returns for 10 years | N/A | 45.31 | - |
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