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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$16.57
Change+$0.13 (+0.79%)
VolumeN/A
Net Assets4.3B
American Funds American Balanced R1
Price$36.08
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
FIQAX vs RLBAX Comparison Chart in %
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FIQAX vs. RLBAX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 248B vs. FIQAX (4.3B). FIQAX pays higher dividends than RLBAX: FIQAX (2.13) vs RLBAX (1.23). 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 : 8.53 vs. RLBAX (6.54). FIQAX return over 5 years is better than : 40.64 vs. RLBAX (38.27).
| 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 | 6.270 | 6.354 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3B | 248B | 2% |
| Annual Yield % from dividends | 2.13 | 1.23 | 173% |
| Returns for 1 year | 8.53 | 6.54 | 130% |
| Returns for 3 years | 28.55 | 30.13 | 95% |
| Returns for 5 years | 40.64 | 38.27 | 106% |
| Returns for 10 years | N/A | 56.75 | - |
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