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FASMX vs RLBGX
FASMX vs RLBGX Comparison
Open Charts FASMX vs RLBGX
Fidelity Asset Manager 50%
Price$20.35
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R6
Price$33.85
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
FASMX vs RLBGX Comparison Chart
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FASMX vs. RLBGX commentary
Apr 28, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 231B vs. FASMX (9.28B). FASMX (2.37) and RLBGX (2.31) have matching dividends . FASMX was incepted earlier than RLBGX: FASMX (36 years) vs RLBGX (16 years). FASMX (0.55) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. FASMX (20.00). FASMX has a lower initial minimum investment than RLBGX: FASMX (0) vs RLBGX (250). FASMX annual gain was more profitable for investors over the last year : 5.59 vs. RLBGX (5.23). RLBGX return over 5 years is better than : 38.22 vs. FASMX (30.06).
| FASMX | RLBGX | FASMX / RLBGX | |
| Total Expense Ratio | 0.55 | 0.25 | 220% |
| Annual Report Gross Expense Ratio | 0.55 | 0.25 | 220% |
| Fund Existence | 36 years | 16 years | - |
| Gain YTD | -0.069 | -1.066 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 231B | 4% |
| Annual Yield % from dividends | 2.37 | 2.31 | 103% |
| Returns for 1 year | 5.59 | 5.23 | 107% |
| Returns for 3 years | 9.46 | 17.43 | 54% |
| Returns for 5 years | 30.06 | 38.22 | 79% |
| Returns for 10 years | 33.08 | 50.42 | 66% |
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