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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$17.53
Change-$0.10 (-0.57%)
VolumeN/A
Net Assets4.81B
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
FIQAX vs RLBAX Comparison Chart in %
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FIQAX vs. RLBAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FIQAX (4.81B). FIQAX pays higher dividends than RLBAX: FIQAX (1.91) vs RLBAX (1.08). 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 : 10.92 vs. RLBAX (8.15). RLBAX (34.46) and FIQAX (33.10) 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 | 13.316 | 13.298 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 263B | 2% |
| Annual Yield % from dividends | 1.91 | 1.08 | 176% |
| Returns for 1 year | 10.92 | 8.15 | 134% |
| Returns for 3 years | 37.17 | 38.05 | 98% |
| Returns for 5 years | 33.10 | 34.46 | 96% |
| Returns for 10 years | N/A | 63.50 | - |
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