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FASMX vs RLBAX
FASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAX
Fidelity Asset Manager 50%
Price$22.68
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets9.97B
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
FASMX vs RLBAX Comparison Chart in %
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FASMX vs. RLBAX commentary
Oct 09, 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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. FASMX (9.97B). FASMX pays higher dividends than RLBAX: FASMX (2.20) vs RLBAX (1.10). 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 : 10.32 vs. RLBAX (9.12). RLBAX return over 5 years is better than : 38.04 vs. FASMX (28.24).
| FASMX | RLBAX | FASMX / RLBAX | |
| Total Expense Ratio | 0.55 | 1.31 | 42% |
| Annual Report Gross Expense Ratio | 0.55 | 1.31 | 42% |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 13.061 | 13.770 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.97B | 266B | 4% |
| Annual Yield % from dividends | 2.20 | 1.10 | 199% |
| Returns for 1 year | 10.32 | 9.12 | 113% |
| Returns for 3 years | 36.64 | 47.98 | 76% |
| Returns for 5 years | 28.24 | 38.04 | 74% |
| Returns for 10 years | 57.78 | 68.72 | 84% |
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