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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$15.14
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R1
Price$37.34
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
FMSDX vs RLBAX Comparison Chart in %
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FMSDX vs. RLBAX commentary
Aug 29, 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: 255B vs. FMSDX (2.93B). FMSDX pays higher dividends than RLBAX: FMSDX (3.83) vs RLBAX (1.17). 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 : 11.58 vs. RLBAX (7.23). FMSDX return over 5 years is better than : 47.96 vs. RLBAX (33.12).
| 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 | 9.155 | 10.068 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 255B | 1% |
| Annual Yield % from dividends | 3.83 | 1.17 | 328% |
| Returns for 1 year | 11.58 | 7.23 | 160% |
| Returns for 3 years | 32.15 | 32.96 | 98% |
| Returns for 5 years | 47.96 | 33.12 | 145% |
| Returns for 10 years | N/A | 66.60 | - |
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