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FASMX vs RLBBX
FASMX vs RLBBX Comparison
Open Charts FASMX vs RLBBX
Fidelity Asset Manager 50%
Price$19.58
Change-$0.32 (-1.61%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R2
Price$32.48
Change-$0.71 (-2.14%)
VolumeN/A
Net Assets228.54B
FASMX vs RLBBX Comparison Chart
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FASMX vs. RLBBX commentary
Apr 11, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 229B vs. FASMX (9.28B). FASMX pays higher dividends than RLBBX: FASMX (2.37) vs RLBBX (1.27). FASMX was incepted earlier than RLBBX: FASMX (36 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than FASMX (0.55). RLBBX is a more actively managed with annual turnover of: 171.00 vs. FASMX (20.00). FASMX has a lower initial minimum investment than RLBBX: FASMX (0) vs RLBBX (250). FASMX annual gain was more profitable for investors over the last year : 1.86 vs. RLBBX (1.57). RLBBX return over 5 years is better than : 32.58 vs. FASMX (28.75).
| FASMX | RLBBX | FASMX / RLBBX | |
| Total Expense Ratio | 0.55 | 1.33 | 41% |
| Annual Report Gross Expense Ratio | 0.55 | 1.33 | 41% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | -2.279 | -2.402 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 229B | 4% |
| Annual Yield % from dividends | 2.37 | 1.27 | 187% |
| Returns for 1 year | 1.86 | 1.57 | 118% |
| Returns for 3 years | 3.97 | 9.45 | 42% |
| Returns for 5 years | 28.75 | 32.58 | 88% |
| Returns for 10 years | 30.58 | 41.45 | 74% |
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