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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-$0.15 (-0.72%)
VolumeN/A
Net Assets9.66B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets244.57B
FFTMX vs RLBAX Comparison Chart
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FFTMX vs. RLBAX commentary
Feb 22, 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: 245B vs. FFTMX (9.66B). 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 annual gain was more profitable for investors over the last year : 10.98 vs. FFTMX (8.94). RLBAX return over 5 years is better than : 27.63 vs. FFTMX (18.80).
| 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 | 3.246 | 4.058 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.66B | 245B | 4% |
| Annual Yield % from dividends | 1.61 | 1.59 | 101% |
| Returns for 1 year | 8.94 | 10.98 | 81% |
| Returns for 3 years | 5.88 | 16.27 | 36% |
| Returns for 5 years | 18.80 | 27.63 | 68% |
| Returns for 10 years | 32.52 | 49.15 | 66% |
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