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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$16.25
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$36.16
Change+$0.11 (+0.31%)
VolumeN/A
CapitalizationN/A
FIQAX vs RLBAX Comparison Chart
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FIQAX vs. RLBAX commentary
Nov 23, 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 StrongSell and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B 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 (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). RLBAX annual gain was more profitable for investors over the last year : 20.27 vs. FIQAX (17.22). FIQAX (33.17) and RLBAX (32.68) 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 | 23 years | - |
| Gain YTD | 11.301 | 14.500 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 238B | 2% |
| Annual Yield % from dividends | 1.92 | 1.59 | 121% |
| Returns for 1 year | 17.22 | 20.27 | 85% |
| Returns for 3 years | 4.35 | 10.51 | 41% |
| Returns for 5 years | 33.17 | 32.68 | 101% |
| Returns for 10 years | N/A | 45.27 | - |
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