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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$15.81
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets3.15B
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
FMSDX vs RLBAX Comparison Chart in %
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FMSDX vs. RLBAX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. FMSDX (3.15B). FMSDX pays higher dividends than RLBAX: FMSDX (3.78) vs RLBAX (1.10). 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 : 15.67 vs. RLBAX (9.12). FMSDX return over 5 years is better than : 56.97 vs. RLBAX (38.04).
| 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 | 16.115 | 13.770 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 266B | 1% |
| Annual Yield % from dividends | 3.78 | 1.10 | 343% |
| Returns for 1 year | 15.67 | 9.12 | 172% |
| Returns for 3 years | 47.74 | 47.98 | 99% |
| Returns for 5 years | 56.97 | 38.04 | 150% |
| Returns for 10 years | N/A | 68.72 | - |
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