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FASMX vs RLBAX
FASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAX
Fidelity Asset Manager 50%
Price$19.58
Change-$0.32 (-1.61%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R1
Price$32.45
Change-$0.70 (-2.11%)
VolumeN/A
Net Assets228.54B
FASMX vs RLBAX Comparison Chart
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FASMX vs. RLBAX commentary
Apr 11, 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: 229B vs. FASMX (9.28B). FASMX pays higher dividends than RLBAX: FASMX (2.37) vs RLBAX (1.27). FASMX was incepted earlier than RLBAX: FASMX (36 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FASMX (0.55). 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). FASMX annual gain was more profitable for investors over the last year : 1.86 vs. RLBAX (1.54). RLBAX return over 5 years is better than : 32.57 vs. FASMX (28.75).
| FASMX | RLBAX | FASMX / RLBAX | |
| Total Expense Ratio | 0.55 | 1.33 | 41% |
| Annual Report Gross Expense Ratio | 0.55 | 1.33 | 41% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | -2.279 | -2.407 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 229B | 4% |
| Annual Yield % from dividends | 2.37 | 1.27 | 187% |
| Returns for 1 year | 1.86 | 1.54 | 121% |
| Returns for 3 years | 3.97 | 9.44 | 42% |
| Returns for 5 years | 28.75 | 32.57 | 88% |
| Returns for 10 years | 30.58 | 41.40 | 74% |
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