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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$22.68
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets9.97B
American Funds American Balanced R5
Price$39.17
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
FASMX vs RLBFX Comparison Chart in %
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FASMX vs. RLBFX commentary
Oct 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 StrongBuy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. FASMX (9.97B). FASMX pays higher dividends than RLBFX: FASMX (2.20) vs RLBFX (2.00). 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 (10.32) and RLBFX (10.26) have marching annual gain over last year. RLBFX return over 5 years is better than : 44.28 vs. FASMX (28.24).
| FASMX | RLBFX | FASMX / RLBFX | |
| Total Expense Ratio | 0.55 | 0.29 | 190% |
| Annual Report Gross Expense Ratio | 0.55 | 0.29 | 190% |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 13.061 | 15.154 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.97B | 266B | 4% |
| Annual Yield % from dividends | 2.20 | 2.00 | 110% |
| Returns for 1 year | 10.32 | 10.26 | 101% |
| Returns for 3 years | 36.64 | 53.03 | 69% |
| Returns for 5 years | 28.24 | 44.28 | 64% |
| Returns for 10 years | 57.78 | 80.75 | 72% |
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