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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$14.60
Change-$0.08 (-0.54%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
FMSDX vs RLBAX Comparison Chart
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FMSDX vs. RLBAX commentary
Dec 19, 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 Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. FMSDX (2.97B). 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 : 14.83 vs. RLBAX (11.90). FMSDX return over 5 years is better than : 51.44 vs. RLBAX (28.83).
| 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 | 13.774 | 10.911 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 241B | 1% |
| Annual Yield % from dividends | 4.04 | 1.59 | 254% |
| Returns for 1 year | 14.83 | 11.90 | 125% |
| Returns for 3 years | 12.11 | 10.12 | 120% |
| Returns for 5 years | 51.44 | 28.83 | 178% |
| Returns for 10 years | N/A | 40.93 | - |
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