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FASMX vs RLBAX
FASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAX
Fidelity Asset Manager 50%
Price$20.60
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.21B
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
FASMX vs RLBAX Comparison Chart
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FASMX vs. RLBAX commentary
May 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. FASMX (9.21B). FASMX pays higher dividends than RLBAX: FASMX (2.40) vs RLBAX (1.28). 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 : 4.71 vs. RLBAX (3.92). RLBAX return over 5 years is better than : 32.45 vs. FASMX (28.54).
| 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 | 1.109 | 0.154 | 719% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.21B | 234B | 4% |
| Annual Yield % from dividends | 2.40 | 1.28 | 188% |
| Returns for 1 year | 4.71 | 3.92 | 120% |
| Returns for 3 years | 15.07 | 19.69 | 77% |
| Returns for 5 years | 28.54 | 32.45 | 88% |
| Returns for 10 years | 35.73 | 44.47 | 80% |
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