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FASMX vs RLBEX
FASMX vs RLBEX Comparison
Open Charts FASMX vs RLBEX
Fidelity Asset Manager 50%
Price$21.12
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R4
Price$35.46
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets241.95B
FASMX vs RLBEX Comparison Chart
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FASMX vs. RLBEX commentary
Jun 04, 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: 242B vs. FASMX (9.42B). FASMX pays higher dividends than RLBEX: FASMX (2.33) vs RLBEX (1.90). 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 annual gain was more profitable for investors over the last year : 7.44 vs. FASMX (6.57). RLBEX return over 5 years is better than : 35.30 vs. FASMX (25.24).
| FASMX | RLBEX | FASMX / RLBEX | |
| Total Expense Ratio | 0.55 | 0.59 | 93% |
| Annual Report Gross Expense Ratio | 0.55 | 0.59 | 93% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | 3.417 | 3.791 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 242B | 4% |
| Annual Yield % from dividends | 2.33 | 1.90 | 122% |
| Returns for 1 year | 6.57 | 7.44 | 88% |
| Returns for 3 years | 14.48 | 21.97 | 66% |
| Returns for 5 years | 25.24 | 35.30 | 71% |
| Returns for 10 years | 39.38 | 59.33 | 66% |
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