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FFAMX vs RLBAX
FFAMX vs RLBAX Comparison
Open Charts FFAMX vs RLBAX
Fidelity Advisor Asset Manager 50% A
Price$19.76
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R1
Price$32.64
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
FFAMX vs RLBAX Comparison Chart
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FFAMX vs. RLBAX commentary
Apr 18, 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 FFAMX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 225B vs. FFAMX (9.28B). FFAMX pays higher dividends than RLBAX: FFAMX (2.11) vs RLBAX (1.27). FFAMX was incepted earlier than RLBAX: FFAMX (19 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FFAMX (0.83). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FFAMX (20.00). FFAMX has a lower initial minimum investment than RLBAX: FFAMX (0) vs RLBAX (250). FFAMX annual gain was more profitable for investors over the last year : 3.04 vs. RLBAX (1.76). RLBAX return over 5 years is better than : 27.60 vs. FFAMX (24.46).
| FFAMX | RLBAX | FFAMX / RLBAX | |
| Total Expense Ratio | 0.83 | 1.33 | 62% |
| Annual Report Gross Expense Ratio | 0.83 | 1.33 | 62% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | -2.654 | -3.908 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 225B | 4% |
| Annual Yield % from dividends | 2.11 | 1.27 | 166% |
| Returns for 1 year | 3.04 | 1.76 | 172% |
| Returns for 3 years | 2.96 | 8.00 | 37% |
| Returns for 5 years | 24.46 | 27.60 | 89% |
| Returns for 10 years | 26.27 | 38.50 | 68% |
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