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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$21.10
Change-$0.06 (-0.28%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.53
Change-$0.16 (-0.44%)
VolumeN/A
CapitalizationN/A
FASMX vs RLBFX Comparison Chart
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FASMX vs. RLBFX commentary
Nov 15, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 239B vs. FASMX (9.52B). RLBFX pays higher dividends than FASMX: RLBFX (2.50) vs FASMX (2.10). FASMX was incepted earlier than RLBFX: FASMX (36 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. FASMX (20.00). 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 : 23.00 vs. FASMX (16.35). RLBFX return over 5 years is better than : 38.36 vs. FASMX (24.17).
| FASMX | RLBFX | FASMX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | 9.762 | 15.878 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.52B | 239B | 4% |
| Annual Yield % from dividends | 2.10 | 2.50 | 84% |
| Returns for 1 year | 16.35 | 23.00 | 71% |
| Returns for 3 years | -0.75 | 12.64 | -6% |
| Returns for 5 years | 24.17 | 38.36 | 63% |
| Returns for 10 years | 33.07 | 55.75 | 59% |