Interact to see
Advertisement
Advertisement
FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$21.77
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.63B
American Funds American Balanced R5
Price$36.67
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets250.58B
FASMX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FASMX vs. RLBFX commentary
Jul 03, 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: 251B vs. FASMX (9.63B). FASMX pays higher dividends than RLBFX: FASMX (2.25) vs RLBFX (2.10). 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 (9.08) and RLBFX (8.71) have marching annual gain over last year. RLBFX return over 5 years is better than : 42.47 vs. FASMX (28.07).
| 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 | 7.002 | 7.636 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 251B | 4% |
| Annual Yield % from dividends | 2.25 | 2.10 | 108% |
| Returns for 1 year | 9.08 | 8.71 | 104% |
| Returns for 3 years | 23.85 | 35.39 | 67% |
| Returns for 5 years | 28.07 | 42.47 | 66% |
| Returns for 10 years | 45.38 | 66.97 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IEZ | 17.43 | 0.46 | +2.71% |
| iShares US Oil Equipment & Services ETF | |||
| PSCF | 55.17 | 0.90 | +1.66% |
| Invesco S&P SmallCap Financials ETF | |||
| SPYX | 50.93 | N/A | N/A |
| SPDR® S&P 500 Fossil Fuel Rsrv Free ETF | |||
| SYFI | 35.75 | -0.01 | -0.03% |
| AB Short Duration High Yield ETF | |||
| GGLL | 34.58 | -0.17 | -0.49% |
| Direxion Daily GOOGL Bull 2X Shares | |||