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FASMX vs RLBAX
FASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAX
Fidelity Asset Manager 50%
Price$21.10
Change-$0.06 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$36.10
Change-$0.17 (-0.47%)
VolumeN/A
CapitalizationN/A
FASMX vs RLBAX Comparison Chart
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FASMX vs. RLBAX commentary
Nov 15, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 239B vs. FASMX (9.52B). FASMX pays higher dividends than RLBAX: FASMX (2.10) vs RLBAX (1.59). FASMX was incepted earlier than RLBAX: FASMX (36 years) vs RLBAX (22 years). 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). RLBAX annual gain was more profitable for investors over the last year : 21.75 vs. FASMX (16.35). RLBAX return over 5 years is better than : 32.71 vs. FASMX (24.17).
| FASMX | RLBAX | FASMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 22 years | - |
| Gain YTD | 9.762 | 14.848 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 239B | 4% |
| Annual Yield % from dividends | 2.10 | 1.59 | 132% |
| Returns for 1 year | 16.35 | 21.75 | 75% |
| Returns for 3 years | -0.75 | 10.12 | -7% |
| Returns for 5 years | 24.17 | 32.71 | 74% |
| Returns for 10 years | 33.07 | 47.18 | 70% |
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