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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$22.56
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets10.08B
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
FASMX vs RLBFX Comparison Chart in %
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FASMX vs. RLBFX commentary
Nov 20, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. FASMX (10.1B). FASMX pays higher dividends than RLBFX: FASMX (2.20) vs RLBFX (1.97). FASMX was incepted earlier than RLBFX: FASMX (37 years) vs RLBFX (24 years). FASMX (0.55) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. FASMX (12.00). FASMX has a lower initial minimum investment than RLBFX: FASMX (0) vs RLBFX (250). FASMX (9.50) and RLBFX (9.32) have marching annual gain over last year. RLBFX return over 5 years is better than : 40.53 vs. FASMX (23.16).
| FASMX | RLBFX | FASMX / RLBFX | |
| Total Expense Ratio | 0.55 | 0.29 | 190% |
| Annual Report Gross Expense Ratio | 0.55 | 0.29 | 190% |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 12.067 | 14.331 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 263B | 4% |
| Annual Yield % from dividends | 2.20 | 1.97 | 112% |
| Returns for 1 year | 9.50 | 9.32 | 102% |
| Returns for 3 years | 29.29 | 42.18 | 69% |
| Returns for 5 years | 23.16 | 40.53 | 57% |
| Returns for 10 years | 54.65 | 74.39 | 73% |
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