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FFTMX vs RLBAX
FFTMX vs RLBAX Comparison
Open Charts FFTMX vs RLBAX
Fidelity Advisor Asset Manager 50% M
Price$22.11
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets9.76B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
FFTMX vs RLBAX Comparison Chart in %
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FFTMX vs. RLBAX commentary
Sep 07, 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 FFTMX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 258B vs. FFTMX (9.76B). FFTMX pays higher dividends than RLBAX: FFTMX (1.78) vs RLBAX (1.15). FFTMX was incepted earlier than RLBAX: FFTMX (19 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FFTMX (1.08). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FFTMX (12.00). FFTMX has a lower initial minimum investment than RLBAX: FFTMX (0) vs RLBAX (250). RLBAX (9.12) and FFTMX (8.83) have marching annual gain over last year. RLBAX return over 5 years is better than : 35.40 vs. FFTMX (22.98).
| FFTMX | RLBAX | FFTMX / RLBAX | |
| Total Expense Ratio | 1.08 | 1.31 | 82% |
| Annual Report Gross Expense Ratio | 1.08 | 1.31 | 82% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 9.900 | 10.805 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 258B | 4% |
| Annual Yield % from dividends | 1.78 | 1.15 | 154% |
| Returns for 1 year | 8.83 | 9.12 | 97% |
| Returns for 3 years | 25.55 | 37.15 | 69% |
| Returns for 5 years | 22.98 | 35.40 | 65% |
| Returns for 10 years | 47.75 | 67.71 | 71% |
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