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FASMX vs RLBEX
FASMX vs RLBEX Comparison
Open Charts FASMX vs RLBEX
Fidelity Asset Manager 50%
Price$20.60
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.21B
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
FASMX vs RLBEX Comparison Chart
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FASMX vs. RLBEX commentary
May 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 Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. FASMX (9.21B). FASMX pays higher dividends than RLBEX: FASMX (2.40) vs RLBEX (1.98). FASMX was incepted earlier than RLBEX: FASMX (36 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). RLBEX (4.73) and FASMX (4.71) have marching annual gain over last year. RLBEX return over 5 years is better than : 36.69 vs. FASMX (28.54).
| FASMX | RLBEX | FASMX / RLBEX | |
| Total Expense Ratio | 0.55 | 0.59 | 93% |
| Annual Report Gross Expense Ratio | 0.55 | 0.59 | 93% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | 1.109 | 0.425 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.21B | 234B | 4% |
| Annual Yield % from dividends | 2.40 | 1.98 | 121% |
| Returns for 1 year | 4.71 | 4.73 | 100% |
| Returns for 3 years | 15.07 | 21.84 | 69% |
| Returns for 5 years | 28.54 | 36.69 | 78% |
| Returns for 10 years | 35.73 | 52.56 | 68% |
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