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FFTMX vs RLBFX
FFTMX vs RLBFX Comparison
Open Charts FFTMX vs RLBFX
Fidelity Advisor Asset Manager 50% M
Price$20.46
Change+$0.07 (+0.34%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R5
Price$34.42
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets235.03B
FFTMX vs RLBFX Comparison Chart
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FFTMX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. FFTMX (9.28B). RLBFX pays higher dividends than FFTMX: RLBFX (2.26) vs FFTMX (1.87). FFTMX was incepted earlier than RLBFX: FFTMX (19 years) vs RLBFX (23 years). FFTMX (1.08) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. FFTMX (20.00). FFTMX has a lower initial minimum investment than RLBFX: FFTMX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 4.59 vs. FFTMX (3.56). RLBFX return over 5 years is better than : 51.92 vs. FFTMX (37.06).
| FFTMX | RLBFX | FFTMX / RLBFX | |
| Total Expense Ratio | 1.08 | 0.30 | 360% |
| Annual Report Gross Expense Ratio | 1.08 | 0.30 | 360% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 0.295 | 0.470 | 63% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 235B | 4% |
| Annual Yield % from dividends | 1.87 | 2.26 | 83% |
| Returns for 1 year | 3.56 | 4.59 | 77% |
| Returns for 3 years | 2.46 | 13.22 | 19% |
| Returns for 5 years | 37.06 | 51.92 | 71% |
| Returns for 10 years | 28.58 | 55.16 | 52% |