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FASMX vs RLBAX
FASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAX
Fidelity Asset Manager 50%
Price$21.12
Change+$0.08 (+0.38%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.47
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
FASMX vs RLBAX Comparison Chart
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FASMX vs. RLBAX commentary
Dec 25, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. FASMX (9.73B). FASMX pays higher dividends than RLBAX: FASMX (2.10) vs RLBAX (1.59). FASMX was incepted earlier than RLBAX: FASMX (36 years) vs RLBAX (23 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 (9.82) and FASMX (9.74) have marching annual gain over last year. RLBAX return over 5 years is better than : 26.54 vs. FASMX (20.56).
| FASMX | RLBAX | FASMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | 9.140 | 9.370 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.73B | 238B | 4% |
| Annual Yield % from dividends | 2.10 | 1.59 | 132% |
| Returns for 1 year | 9.74 | 9.82 | 99% |
| Returns for 3 years | -0.35 | 7.27 | -5% |
| Returns for 5 years | 20.56 | 26.54 | 77% |
| Returns for 10 years | 40.74 | 45.99 | 89% |
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