Ad is loading...
FASMX vs RLBAX
FASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAX
Fidelity Asset Manager 50%
Price$20.96
Change-$0.14 (-0.66%)
VolumeN/A
Net Assets9.66B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FASMX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FASMX vs. RLBAX commentary
Feb 23, 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 FASMX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. FASMX (9.66B). FASMX pays higher dividends than RLBAX: FASMX (2.10) vs RLBAX (1.59). FASMX was incepted earlier than RLBAX: FASMX (36 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FASMX (20.00). FASMX has a lower initial minimum investment than RLBAX: FASMX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.36 vs. FASMX (7.75). RLBAX return over 5 years is better than : 26.04 vs. FASMX (21.19).
| FASMX | RLBAX | FASMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | 2.544 | 2.764 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66B | 242B | 4% |
| Annual Yield % from dividends | 2.10 | 1.59 | 132% |
| Returns for 1 year | 7.75 | 8.36 | 93% |
| Returns for 3 years | 7.39 | 15.63 | 47% |
| Returns for 5 years | 21.19 | 26.04 | 81% |
| Returns for 10 years | 38.13 | 46.53 | 82% |