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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$17.58
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets4.55B
American Funds American Balanced R1
Price$38.24
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.09B
FIQAX vs RLBAX Comparison Chart in %
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FIQAX vs. RLBAX commentary
Oct 01, 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 Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FIQAX (4.55B). FIQAX pays higher dividends than RLBAX: FIQAX (2.00) vs RLBAX (1.15). FIQAX was incepted earlier than RLBAX: FIQAX (7 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FIQAX (0.57). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (17.00). 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 : 9.32 vs. RLBAX (7.33). FIQAX (40.03) and RLBAX (38.77) have equivalent 5 years return.
| FIQAX | RLBAX | FIQAX / RLBAX | |
| Total Expense Ratio | 0.57 | 1.31 | 44% |
| Annual Report Gross Expense Ratio | 0.57 | 1.31 | 44% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 12.928 | 12.531 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.55B | 263B | 2% |
| Annual Yield % from dividends | 2.00 | 1.15 | 173% |
| Returns for 1 year | 9.32 | 7.33 | 127% |
| Returns for 3 years | 46.25 | 48.63 | 95% |
| Returns for 5 years | 40.03 | 38.77 | 103% |
| Returns for 10 years | N/A | 70.47 | - |
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