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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$22.32
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
FASMX vs RLBFX Comparison Chart in %
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FASMX vs. RLBFX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 258B vs. FASMX (9.76B). FASMX pays higher dividends than RLBFX: FASMX (2.25) vs RLBFX (2.05). 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). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. FASMX (9.38). RLBFX return over 5 years is better than : 41.46 vs. FASMX (26.40).
| 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 | 10.321 | 11.562 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 258B | 4% |
| Annual Yield % from dividends | 2.25 | 2.05 | 110% |
| Returns for 1 year | 9.38 | 10.28 | 91% |
| Returns for 3 years | 27.56 | 40.92 | 67% |
| Returns for 5 years | 26.40 | 41.46 | 64% |
| Returns for 10 years | 55.54 | 78.40 | 71% |
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