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FIQAX vs RLEFX
FIQAX vs RLEFX Comparison
Open Charts FIQAX vs RLEFX
Fidelity Advisor Asset Manager 60% Z
Price$15.34
Change+$0.18 (+1.19%)
VolumeN/A
Net Assets4.21B
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
FIQAX vs RLEFX Comparison Chart
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FIQAX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. FIQAX (4.21B). FIQAX (2.21) and RLEFX (2.16) have matching dividends . FIQAX was incepted earlier than RLEFX: FIQAX (7 years) vs RLEFX (9 years). FIQAX (0.57) is less costly to investors than RLEFX (0.40). 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 : 4.35 vs. FIQAX (3.90). FIQAX return over 5 years is better than : 39.62 vs. RLEFX (36.87).
| FIQAX | RLEFX | FIQAX / RLEFX | |
| Total Expense Ratio | 0.57 | 0.40 | 142% |
| Annual Report Gross Expense Ratio | 0.57 | 0.40 | 142% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | -2.004 | -1.485 | 135% |
| 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 | 2.16 | 102% |
| Returns for 1 year | 3.90 | 4.35 | 90% |
| Returns for 3 years | 10.67 | 14.97 | 71% |
| Returns for 5 years | 39.62 | 36.87 | 107% |
| Returns for 10 years | N/A | N/A | - |
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