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FFTMX vs RLBAX
FFTMX vs RLBAX Comparison
Open Charts FFTMX vs RLBAX
Fidelity Advisor Asset Manager 50% M
Price$20.46
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R1
Price$34.04
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets233.54B
FFTMX vs RLBAX Comparison Chart
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FFTMX vs. RLBAX commentary
Apr 04, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. FFTMX (9.28B). FFTMX pays higher dividends than RLBAX: FFTMX (1.87) vs RLBAX (1.27). FFTMX was incepted earlier than RLBAX: FFTMX (19 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FFTMX (1.08). 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). FFTMX (3.56) and RLBAX (3.49) have marching annual gain over last year. RLBAX return over 5 years is better than : 45.32 vs. FFTMX (37.06).
| FFTMX | RLBAX | FFTMX / RLBAX | |
| Total Expense Ratio | 1.08 | 1.33 | 81% |
| Annual Report Gross Expense Ratio | 1.08 | 1.33 | 81% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 0.295 | 0.213 | 138% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 234B | 4% |
| Annual Yield % from dividends | 1.87 | 1.27 | 147% |
| Returns for 1 year | 3.56 | 3.49 | 102% |
| Returns for 3 years | 2.46 | 10.40 | 24% |
| Returns for 5 years | 37.06 | 45.32 | 82% |
| Returns for 10 years | 28.58 | 46.20 | 62% |
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