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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$20.60
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.21B
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
FASMX vs RLBFX Comparison Chart
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FASMX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. FASMX (9.21B). FASMX pays higher dividends than RLBFX: FASMX (2.40) vs RLBFX (2.26). 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 : 5.06 vs. FASMX (4.71). RLBFX return over 5 years is better than : 38.47 vs. FASMX (28.54).
| 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 | 1.109 | 0.528 | 210% |
| 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 | 2.26 | 106% |
| Returns for 1 year | 4.71 | 5.06 | 93% |
| Returns for 3 years | 15.07 | 22.75 | 66% |
| Returns for 5 years | 28.54 | 38.47 | 74% |
| Returns for 10 years | 35.73 | 53.33 | 67% |
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