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FFAMX vs RLBFX
FFAMX vs RLBFX Comparison
Open Charts FFAMX vs RLBFX
Fidelity Advisor Asset Manager 50% A
Price$21.74
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.63B
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FFAMX vs RLBFX Comparison Chart in %
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FFAMX vs. RLBFX commentary
Jul 05, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. FFAMX (9.63B). RLBFX (2.10) and FFAMX (2.00) have matching dividends . FFAMX was incepted earlier than RLBFX: FFAMX (19 years) vs RLBFX (23 years). FFAMX (0.83) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. FFAMX (12.00). FFAMX has a lower initial minimum investment than RLBFX: FFAMX (0) vs RLBFX (250). RLBFX (8.18) and FFAMX (8.06) have marching annual gain over last year. RLBFX return over 5 years is better than : 43.24 vs. FFAMX (26.58).
| FFAMX | RLBFX | FFAMX / RLBFX | |
| Total Expense Ratio | 0.83 | 0.29 | 286% |
| Annual Report Gross Expense Ratio | 0.83 | 0.29 | 286% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 7.209 | 8.222 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 252B | 4% |
| Annual Yield % from dividends | 2.00 | 2.10 | 96% |
| Returns for 1 year | 8.06 | 8.18 | 99% |
| Returns for 3 years | 23.14 | 36.13 | 64% |
| Returns for 5 years | 26.58 | 43.24 | 61% |
| Returns for 10 years | 42.00 | 68.15 | 62% |