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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$14.56
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
FMSDX vs RLBAX Comparison Chart
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FMSDX vs. RLBAX commentary
Jan 19, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. FMSDX (2.87B). FMSDX pays higher dividends than RLBAX: FMSDX (4.04) vs RLBAX (1.59). FMSDX was incepted earlier than RLBAX: FMSDX (7 years) vs RLBAX (23 years). FMSDX (175.00) and RLBAX (171.00) have comparable annual turnover. FMSDX has a lower initial minimum investment than RLBAX: FMSDX (0) vs RLBAX (250). FMSDX annual gain was more profitable for investors over the last year : 14.25 vs. RLBAX (11.41). FMSDX return over 5 years is better than : 48.37 vs. RLBAX (25.82).
| FMSDX | RLBAX | FMSDX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 3.043 | 1.911 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 240B | 1% |
| Annual Yield % from dividends | 4.04 | 1.59 | 254% |
| Returns for 1 year | 14.25 | 11.41 | 125% |
| Returns for 3 years | 11.23 | 10.53 | 107% |
| Returns for 5 years | 48.37 | 25.82 | 187% |
| Returns for 10 years | N/A | 49.89 | - |
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