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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$14.39
Change-$0.08 (-0.55%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
FMSDX vs RLBAX Comparison Chart
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FMSDX vs. RLBAX commentary
Nov 18, 2024
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 StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. FMSDX (2.82B). FMSDX pays higher dividends than RLBAX: FMSDX (4.04) vs RLBAX (1.59). FMSDX was incepted earlier than RLBAX: FMSDX (7 years) vs RLBAX (22 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). RLBAX annual gain was more profitable for investors over the last year : 19.99 vs. FMSDX (17.24). FMSDX return over 5 years is better than : 52.30 vs. RLBAX (30.92).
| FMSDX | RLBAX | FMSDX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 11.139 | 13.297 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 236B | 1% |
| Annual Yield % from dividends | 4.04 | 1.59 | 254% |
| Returns for 1 year | 17.24 | 19.99 | 86% |
| Returns for 3 years | 7.53 | 8.70 | 87% |
| Returns for 5 years | 52.30 | 30.92 | 169% |
| Returns for 10 years | N/A | 44.74 | - |
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