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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$19.78
Change+$0.20 (+1.02%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R5
Price$33.17
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets226.04B
FASMX vs RLBFX Comparison Chart
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FASMX vs. RLBFX commentary
Apr 14, 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: 226B vs. FASMX (9.28B). FASMX pays higher dividends than RLBFX: FASMX (2.37) 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 (0.30). 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 : 1.19 vs. FASMX (1.04). RLBFX return over 5 years is better than : 37.06 vs. FASMX (27.97).
| FASMX | RLBFX | FASMX / RLBFX | |
| Total Expense Ratio | 0.55 | 0.30 | 183% |
| Annual Report Gross Expense Ratio | 0.55 | 0.30 | 183% |
| Fund Existence | 36 years | 23 years | - |
| Gain YTD | -2.868 | -3.179 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 226B | 4% |
| Annual Yield % from dividends | 2.37 | 2.26 | 105% |
| Returns for 1 year | 1.04 | 1.19 | 88% |
| Returns for 3 years | 3.34 | 11.14 | 30% |
| Returns for 5 years | 27.97 | 37.06 | 75% |
| Returns for 10 years | 29.58 | 48.21 | 61% |
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