Interact to see
Advertisement
Advertisement
FASMX vs RLBAX
FASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAX
Fidelity Asset Manager 50%
Price$21.12
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R1
Price$35.15
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets241.95B
FASMX vs RLBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FASMX vs. RLBAX commentary
Jun 04, 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: 242B vs. FASMX (9.42B). FASMX pays higher dividends than RLBAX: FASMX (2.33) vs RLBAX (1.23). FASMX was incepted earlier than RLBAX: FASMX (36 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 : 6.57 vs. RLBAX (6.21). RLBAX return over 5 years is better than : 30.65 vs. FASMX (25.24).
| FASMX | RLBAX | FASMX / RLBAX | |
| Total Expense Ratio | 0.55 | 1.31 | 42% |
| Annual Report Gross Expense Ratio | 0.55 | 1.31 | 42% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | 3.417 | 3.069 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 242B | 4% |
| Annual Yield % from dividends | 2.33 | 1.23 | 189% |
| Returns for 1 year | 6.57 | 6.21 | 106% |
| Returns for 3 years | 14.48 | 19.35 | 75% |
| Returns for 5 years | 25.24 | 30.65 | 82% |
| Returns for 10 years | 39.38 | 50.24 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement