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FIQAX vs RLBAX
FIQAX vs RLBAX Comparison
Open Charts FIQAX vs RLBAX
Fidelity Advisor Asset Manager 60% Z
Price$15.34
Change+$0.18 (+1.19%)
VolumeN/A
Net Assets4.21B
American Funds American Balanced R1
Price$33.37
Change+$0.43 (+1.31%)
VolumeN/A
Net Assets226.9B
FIQAX vs RLBAX Comparison Chart
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FIQAX vs. RLBAX commentary
Apr 25, 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: 227B vs. FIQAX (4.21B). FIQAX pays higher dividends than RLBAX: FIQAX (2.21) vs RLBAX (1.27). FIQAX was incepted earlier than RLBAX: FIQAX (7 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FIQAX (0.57). 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 annual gain was more profitable for investors over the last year : 3.90 vs. RLBAX (3.37). FIQAX return over 5 years is better than : 39.62 vs. RLBAX (31.54).
| FIQAX | RLBAX | FIQAX / RLBAX | |
| Total Expense Ratio | 0.57 | 1.33 | 43% |
| Annual Report Gross Expense Ratio | 0.57 | 1.33 | 43% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -2.004 | -1.759 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.21B | 227B | 2% |
| Annual Yield % from dividends | 2.21 | 1.27 | 174% |
| Returns for 1 year | 3.90 | 3.37 | 116% |
| Returns for 3 years | 10.67 | 12.43 | 86% |
| Returns for 5 years | 39.62 | 31.54 | 126% |
| Returns for 10 years | N/A | 41.03 | - |
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