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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$15.40
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets3.25B
American Funds American Balanced R1
Price$38.29
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
FMSDX vs RLBAX Comparison Chart in %
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FMSDX vs. RLBAX commentary
Nov 20, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 264B vs. FMSDX (3.25B). FMSDX pays higher dividends than RLBAX: FMSDX (3.77) vs RLBAX (1.08). FMSDX was incepted earlier than RLBAX: FMSDX (8 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FMSDX (0.80). FMSDX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). 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 : 10.18 vs. RLBAX (7.96). FMSDX return over 5 years is better than : 47.74 vs. RLBAX (33.76).
| FMSDX | RLBAX | FMSDX / RLBAX | |
| Total Expense Ratio | 0.80 | 1.31 | 61% |
| Annual Report Gross Expense Ratio | 0.80 | 1.31 | 61% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 12.359 | 12.973 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 264B | 1% |
| Annual Yield % from dividends | 3.77 | 1.08 | 348% |
| Returns for 1 year | 10.18 | 7.96 | 128% |
| Returns for 3 years | 37.69 | 37.66 | 100% |
| Returns for 5 years | 47.74 | 33.76 | 141% |
| Returns for 10 years | N/A | 63.03 | - |
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