Ad is loading...
FASMX vs RLBEX
FASMX vs RLBEX Comparison
Open Charts FASMX vs RLBEX
Fidelity Asset Manager 50%
Price$19.58
Change-$0.32 (-1.61%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R4
Price$32.70
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
FASMX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FASMX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 229B vs. FASMX (9.28B). FASMX pays higher dividends than RLBEX: FASMX (2.37) vs RLBEX (1.97). FASMX was incepted earlier than RLBEX: FASMX (36 years) vs RLBEX (23 years). RLBEX (0.60) is less costly to investors than FASMX (0.55). RLBEX is a more actively managed with annual turnover of: 171.00 vs. FASMX (20.00). FASMX has a lower initial minimum investment than RLBEX: FASMX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 2.32 vs. FASMX (1.86). RLBEX return over 5 years is better than : 36.76 vs. FASMX (28.75).
| FASMX | RLBEX | FASMX / RLBEX | |
| Total Expense Ratio | 0.55 | 0.60 | 92% |
| Annual Report Gross Expense Ratio | 0.55 | 0.60 | 92% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | -2.279 | -2.210 | 103% |
| 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 | 1.97 | 121% |
| Returns for 1 year | 1.86 | 2.32 | 80% |
| Returns for 3 years | 3.97 | 11.42 | 35% |
| Returns for 5 years | 28.75 | 36.76 | 78% |
| Returns for 10 years | 30.58 | 49.34 | 62% |