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FIQAX vs RLEFX
FIQAX vs RLEFX Comparison
Open Charts FIQAX vs RLEFX
Fidelity Advisor Asset Manager 60% Z
Price$16.19
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.3B
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
FIQAX vs RLEFX Comparison Chart
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FIQAX vs. RLEFX commentary
Jun 06, 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: 244B vs. FIQAX (4.3B). FIQAX (2.13) and RLEFX (2.09) 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 (7.43) and RLEFX (7.16) have marching annual gain over last year. FIQAX (35.82) and RLEFX (35.68) have equivalent 5 years return.
| 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 | 4.719 | 4.659 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3B | 244B | 2% |
| Annual Yield % from dividends | 2.13 | 2.09 | 102% |
| Returns for 1 year | 7.43 | 7.16 | 104% |
| Returns for 3 years | 21.25 | 23.58 | 90% |
| Returns for 5 years | 35.82 | 35.68 | 100% |
| Returns for 10 years | N/A | N/A | - |
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