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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$20.96
Change-$0.14 (-0.66%)
VolumeN/A
Net Assets9.66B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
FASMX vs RLBFX Comparison Chart
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FASMX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. FASMX (9.66B). 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 : 9.54 vs. FASMX (7.75). RLBFX return over 5 years is better than : 31.70 vs. FASMX (21.19).
| 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 | 2.544 | 2.908 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66B | 242B | 4% |
| Annual Yield % from dividends | 2.10 | 2.50 | 84% |
| Returns for 1 year | 7.75 | 9.54 | 81% |
| Returns for 3 years | 7.39 | 18.32 | 40% |
| Returns for 5 years | 21.19 | 31.70 | 67% |
| Returns for 10 years | 38.13 | 55.11 | 69% |