Ad is loading...
FASMX vs RLEFX
FASMX vs RLEFX Comparison
Open Charts FASMX vs RLEFX
Fidelity Asset Manager 50%
Price$21.01
Change+$0.09 (+0.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.32
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
FASMX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FASMX vs. RLEFX commentary
Dec 21, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. FASMX (9.73B). RLEFX pays higher dividends than FASMX: RLEFX (2.42) vs FASMX (2.10). FASMX was incepted earlier than RLEFX: FASMX (36 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. FASMX (20.00). FASMX has a lower initial minimum investment than RLEFX: FASMX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 10.40 vs. FASMX (9.64). RLEFX return over 5 years is better than : 31.02 vs. FASMX (20.52).
| FASMX | RLEFX | FASMX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 36 years | 9 years | - |
| Gain YTD | 8.984 | 9.746 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.73B | 235B | 4% |
| Annual Yield % from dividends | 2.10 | 2.42 | 87% |
| Returns for 1 year | 9.64 | 10.40 | 93% |
| Returns for 3 years | 0.35 | 9.87 | 4% |
| Returns for 5 years | 20.52 | 31.02 | 66% |
| Returns for 10 years | 40.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...