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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$22.13
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.62B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
FASMX vs RLBFX Comparison Chart in %
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FASMX vs. RLBFX commentary
Aug 17, 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: 256B vs. FASMX (9.62B). FASMX pays higher dividends than RLBFX: FASMX (2.29) vs RLBFX (2.08). FASMX was incepted earlier than RLBFX: FASMX (37 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). FASMX annual gain was more profitable for investors over the last year : 8.86 vs. RLBFX (8.29). RLBFX return over 5 years is better than : 39.76 vs. FASMX (26.03).
| 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 | 23 years | - |
| Gain YTD | 9.382 | 9.922 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.62B | 256B | 4% |
| Annual Yield % from dividends | 2.29 | 2.08 | 110% |
| Returns for 1 year | 8.86 | 8.29 | 107% |
| Returns for 3 years | 19.14 | 30.56 | 63% |
| Returns for 5 years | 26.03 | 39.76 | 65% |
| Returns for 10 years | 49.39 | 69.21 | 71% |
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