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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$15.90
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets4.31B
American Funds American Balanced R1
Price$35.14
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets242.81B
FIQAX vs RLBAX Comparison Chart
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FIQAX vs. RLBAX commentary
Jan 24, 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 FIQAX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 243B vs. FIQAX (4.31B). 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 (11.75) and RLBAX (11.72) have marching annual gain over last year. FIQAX return over 5 years is better than : 31.79 vs. RLBAX (28.06).
| 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 | 2.780 | 3.323 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.31B | 243B | 2% |
| Annual Yield % from dividends | 1.92 | 1.59 | 121% |
| Returns for 1 year | 11.75 | 11.72 | 100% |
| Returns for 3 years | 10.40 | 14.25 | 73% |
| Returns for 5 years | 31.79 | 28.06 | 113% |
| Returns for 10 years | N/A | 50.31 | - |
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