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FFTMX vs RLBAX
FFTMX vs RLBAX Comparison
Open Charts FFTMX vs RLBAX
Fidelity Advisor Asset Manager 50% M
Price$20.82
Change-$0.37 (-1.75%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
FFTMX vs RLBAX Comparison Chart
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FFTMX vs. RLBAX commentary
Dec 19, 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 FFTMX is a StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. FFTMX (9.73B). FFTMX (1.61) and RLBAX (1.59) have matching dividends . FFTMX was incepted earlier than RLBAX: FFTMX (18 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FFTMX (20.00). FFTMX has a lower initial minimum investment than RLBAX: FFTMX (0) vs RLBAX (250). RLBAX (11.90) and FFTMX (11.33) have marching annual gain over last year. RLBAX return over 5 years is better than : 28.83 vs. FFTMX (19.34).
| FFTMX | RLBAX | FFTMX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 10.130 | 10.911 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.73B | 241B | 4% |
| Annual Yield % from dividends | 1.61 | 1.59 | 101% |
| Returns for 1 year | 11.33 | 11.90 | 95% |
| Returns for 3 years | 0.50 | 10.12 | 5% |
| Returns for 5 years | 19.34 | 28.83 | 67% |
| Returns for 10 years | 36.00 | 40.93 | 88% |
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