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FIQAX vs RLEFX
FIQAX vs RLEFX Comparison
Open Charts FIQAX vs RLEFX
Fidelity Advisor Asset Manager 60% Z
Price$15.90
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets4.31B
American Funds American Balanced R5E
Price$35.47
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
FIQAX vs RLEFX Comparison Chart
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FIQAX vs. RLEFX commentary
Jan 24, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. FIQAX (4.31B). RLEFX pays higher dividends than FIQAX: RLEFX (2.42) vs FIQAX (1.92). FIQAX was incepted earlier than RLEFX: FIQAX (6 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. FIQAX (21.00). FIQAX has a lower initial minimum investment than RLEFX: FIQAX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 12.82 vs. FIQAX (11.75). RLEFX (33.21) and FIQAX (31.79) have equivalent 5 years return.
| FIQAX | RLEFX | FIQAX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 9 years | - |
| Gain YTD | 2.780 | 3.411 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.31B | 243B | 2% |
| Annual Yield % from dividends | 1.92 | 2.42 | 79% |
| Returns for 1 year | 11.75 | 12.82 | 92% |
| Returns for 3 years | 10.40 | 16.64 | 63% |
| Returns for 5 years | 31.79 | 33.21 | 96% |
| Returns for 10 years | N/A | N/A | - |
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