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FASMX vs RLBEX
FASMX vs RLBEX Comparison
Open Charts FASMX vs RLBEX
Fidelity Asset Manager 50%
Price$22.68
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets9.97B
American Funds American Balanced R4
Price$38.86
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
FASMX vs RLBEX Comparison Chart in %
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FASMX vs. RLBEX commentary
Oct 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 StrongBuy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. FASMX (9.97B). FASMX pays higher dividends than RLBEX: FASMX (2.20) vs RLBEX (1.74). FASMX was incepted earlier than RLBEX: FASMX (37 years) vs RLBEX (23 years). RLBEX (0.59) is less costly to investors than FASMX (0.55). RLBEX is a more actively managed with annual turnover of: 44.00 vs. FASMX (12.00). FASMX has a lower initial minimum investment than RLBEX: FASMX (0) vs RLBEX (250). FASMX (10.32) and RLBEX (9.95) have marching annual gain over last year. RLBEX return over 5 years is better than : 42.38 vs. FASMX (28.24).
| FASMX | RLBEX | FASMX / RLBEX | |
| Total Expense Ratio | 0.55 | 0.59 | 93% |
| Annual Report Gross Expense Ratio | 0.55 | 0.59 | 93% |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 13.061 | 14.396 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.97B | 266B | 4% |
| Annual Yield % from dividends | 2.20 | 1.74 | 126% |
| Returns for 1 year | 10.32 | 9.95 | 104% |
| Returns for 3 years | 36.64 | 51.09 | 72% |
| Returns for 5 years | 28.24 | 42.38 | 67% |
| Returns for 10 years | 57.78 | 78.78 | 73% |
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