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FASMX vs RLBAX
FASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAX
Fidelity Asset Manager 50%
Price$22.13
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.62B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
FASMX vs RLBAX Comparison Chart in %
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FASMX vs. RLBAX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. FASMX (9.62B). FASMX pays higher dividends than RLBAX: FASMX (2.29) vs RLBAX (1.17). FASMX was incepted earlier than RLBAX: FASMX (37 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FASMX (0.55). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FASMX (12.00). FASMX has a lower initial minimum investment than RLBAX: FASMX (0) vs RLBAX (250). FASMX annual gain was more profitable for investors over the last year : 8.86 vs. RLBAX (7.15). RLBAX return over 5 years is better than : 33.77 vs. FASMX (26.03).
| FASMX | RLBAX | FASMX / RLBAX | |
| Total Expense Ratio | 0.55 | 1.31 | 42% |
| Annual Report Gross Expense Ratio | 0.55 | 1.31 | 42% |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 9.382 | 9.243 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.62B | 256B | 4% |
| Annual Yield % from dividends | 2.29 | 1.17 | 196% |
| Returns for 1 year | 8.86 | 7.15 | 124% |
| Returns for 3 years | 19.14 | 27.06 | 71% |
| Returns for 5 years | 26.03 | 33.77 | 77% |
| Returns for 10 years | 49.39 | 59.12 | 84% |
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