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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$13.83
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets2.74B
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
FMSDX vs RLBAX Comparison Chart
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FMSDX vs. RLBAX commentary
May 09, 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: 234B vs. FMSDX (2.74B). FMSDX pays higher dividends than RLBAX: FMSDX (3.97) vs RLBAX (1.28). FMSDX was incepted earlier than RLBAX: FMSDX (7 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 : 4.32 vs. RLBAX (3.92). FMSDX return over 5 years is better than : 50.77 vs. RLBAX (32.45).
| FMSDX | RLBAX | FMSDX / RLBAX | |
| Total Expense Ratio | 0.80 | 1.31 | 61% |
| Annual Report Gross Expense Ratio | 0.80 | 1.31 | 61% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -1.359 | 0.154 | -880% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 234B | 1% |
| Annual Yield % from dividends | 3.97 | 1.28 | 311% |
| Returns for 1 year | 4.32 | 3.92 | 110% |
| Returns for 3 years | 20.25 | 19.69 | 103% |
| Returns for 5 years | 50.77 | 32.45 | 156% |
| Returns for 10 years | N/A | 44.47 | - |
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