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FMSDX vs RAMHX
FMSDX vs RAMHX Comparison
Open Charts FMSDX vs RAMHX
Fidelity Multi-Asset Income
Price$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R2E
Price$32.78
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
FMSDX vs RAMHX Comparison Chart
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FMSDX vs. RAMHX commentary
Apr 18, 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 FMSDX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 225B vs. FMSDX (2.8B). FMSDX pays higher dividends than RAMHX: FMSDX (3.93) vs RAMHX (1.54). FMSDX was incepted earlier than RAMHX: FMSDX (7 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than FMSDX (0.80). FMSDX is a more actively managed with annual turnover of: 230.00 vs. RAMHX (171.00). FMSDX has a lower initial minimum investment than RAMHX: FMSDX (0) vs RAMHX (250). FMSDX annual gain was more profitable for investors over the last year : 2.59 vs. RAMHX (2.23). FMSDX return over 5 years is better than : 45.14 vs. RAMHX (29.52).
| FMSDX | RAMHX | FMSDX / RAMHX | |
| Total Expense Ratio | 0.80 | 1.04 | 77% |
| Annual Report Gross Expense Ratio | 0.80 | 1.04 | 77% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | -5.437 | -3.587 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 225B | 1% |
| Annual Yield % from dividends | 3.93 | 1.54 | 255% |
| Returns for 1 year | 2.59 | 2.23 | 116% |
| Returns for 3 years | 6.09 | 9.02 | 68% |
| Returns for 5 years | 45.14 | 29.52 | 153% |
| Returns for 10 years | N/A | 41.54 | - |
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