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FZAAX vs RLBGX
FZAAX vs RLBGX Comparison
Open Charts FZAAX vs RLBGX
Fidelity Advisor Balanced Z
Price$30.78
Change-$0.06 (-0.19%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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FZAAX vs RLBGX Comparison Chart
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FZAAX vs. RLBGX commentary
Sep 21, 2024
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 FZAAX is a StrongBuy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. FZAAX (8.95B). RLBGX pays higher dividends than FZAAX: RLBGX (2.55) vs FZAAX (1.58). FZAAX was incepted earlier than RLBGX: FZAAX (11 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. FZAAX (30.00). FZAAX has a lower initial minimum investment than RLBGX: FZAAX (0) vs RLBGX (250). FZAAX (25.10) and RLBGX (24.80) have marching annual gain over last year. FZAAX return over 5 years is better than : 48.52 vs. RLBGX (41.00).
| FZAAX | RLBGX | FZAAX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 14.766 | 14.291 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.95B | 236B | 4% |
| Annual Yield % from dividends | 1.58 | 2.55 | 62% |
| Returns for 1 year | 25.10 | 24.80 | 101% |
| Returns for 3 years | 8.56 | 15.69 | 55% |
| Returns for 5 years | 48.52 | 41.00 | 118% |
| Returns for 10 years | 62.92 | 56.90 | 111% |
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