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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$21.12
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R5
Price$35.60
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets241.95B
FASMX vs RLBFX Comparison Chart
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FASMX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. FASMX (9.42B). FASMX pays higher dividends than RLBFX: FASMX (2.33) vs RLBFX (2.18). FASMX was incepted earlier than RLBFX: FASMX (36 years) vs RLBFX (23 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). RLBFX annual gain was more profitable for investors over the last year : 7.80 vs. FASMX (6.57). RLBFX return over 5 years is better than : 37.05 vs. FASMX (25.24).
| FASMX | RLBFX | FASMX / RLBFX | |
| Total Expense Ratio | 0.55 | 0.29 | 190% |
| Annual Report Gross Expense Ratio | 0.55 | 0.29 | 190% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | 3.417 | 3.914 | 87% |
| 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 | 2.18 | 107% |
| Returns for 1 year | 6.57 | 7.80 | 84% |
| Returns for 3 years | 14.48 | 22.87 | 63% |
| Returns for 5 years | 25.24 | 37.05 | 68% |
| Returns for 10 years | 39.38 | 60.09 | 66% |
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