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FFTMX vs RLBFX
FFTMX vs RLBFX Comparison
Open Charts FFTMX vs RLBFX
Fidelity Advisor Asset Manager 50% M
Price$20.15
Change+$0.22 (+1.10%)
VolumeN/A
Net Assets9.28B
American Funds American Balanced R5
Price$33.76
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
FFTMX vs RLBFX Comparison Chart
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FFTMX vs. RLBFX commentary
Apr 25, 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: 227B 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 : 4.48 vs. FFTMX (2.17). RLBFX return over 5 years is better than : 37.46 vs. FFTMX (23.69).
| 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 | -2.511 | -1.457 | 172% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.28B | 227B | 4% |
| Annual Yield % from dividends | 1.87 | 2.26 | 83% |
| Returns for 1 year | 2.17 | 4.48 | 48% |
| Returns for 3 years | 4.27 | 15.28 | 28% |
| Returns for 5 years | 23.69 | 37.46 | 63% |
| Returns for 10 years | 23.15 | 49.65 | 47% |
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