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FIQAX vs RLEFX
FIQAX vs RLEFX Comparison
Open Charts FIQAX vs RLEFX
Fidelity Advisor Asset Manager 60% Z
Price$17.11
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets4.45B
American Funds American Balanced R5E
Price$37.51
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets256.44B
FIQAX vs RLEFX Comparison Chart in %
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FIQAX vs. RLEFX commentary
Aug 16, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. FIQAX (4.45B). FIQAX (2.04) and RLEFX (2.00) 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 : 11.84 vs. RLEFX (9.44). RLEFX return over 5 years is better than : 39.52 vs. FIQAX (37.27).
| 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 | 10.860 | 10.131 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.45B | 256B | 2% |
| Annual Yield % from dividends | 2.04 | 2.00 | 102% |
| Returns for 1 year | 11.84 | 9.44 | 125% |
| Returns for 3 years | 26.15 | 30.59 | 85% |
| Returns for 5 years | 37.27 | 39.52 | 94% |
| Returns for 10 years | N/A | N/A | - |
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