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FIQAX vs RLEFX
FIQAX vs RLEFX Comparison
Open Charts FIQAX vs RLEFX
Fidelity Advisor Asset Manager 60% Z
Price$17.58
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets4.55B
American Funds American Balanced R5E
Price$38.57
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.09B
FIQAX vs RLEFX Comparison Chart in %
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FIQAX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. FIQAX (4.55B). FIQAX (2.00) and RLEFX (1.97) have matching dividends . FIQAX was incepted earlier than RLEFX: FIQAX (7 years) vs RLEFX (10 years). FIQAX (0.57) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (17.00). FIQAX has a lower initial minimum investment than RLEFX: FIQAX (0) vs RLEFX (250). FIQAX annual gain was more profitable for investors over the last year : 9.32 vs. RLEFX (8.37). RLEFX return over 5 years is better than : 44.38 vs. FIQAX (40.03).
| FIQAX | RLEFX | FIQAX / RLEFX | |
| Total Expense Ratio | 0.57 | 0.39 | 146% |
| Annual Report Gross Expense Ratio | 0.57 | 0.39 | 146% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 12.928 | 13.317 | 97% |
| 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 | 1.97 | 101% |
| Returns for 1 year | 9.32 | 8.37 | 111% |
| Returns for 3 years | 46.25 | 52.60 | 88% |
| Returns for 5 years | 40.03 | 44.38 | 90% |
| Returns for 10 years | N/A | N/A | - |