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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$14.79
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
FMSDX vs RLBAX Comparison Chart in %
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FMSDX vs. RLBAX commentary
Jul 07, 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: 252B vs. FMSDX (2.87B). FMSDX pays higher dividends than RLBAX: FMSDX (3.87) vs RLBAX (1.18). 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 : 10.36 vs. RLBAX (7.00). FMSDX return over 5 years is better than : 56.28 vs. RLBAX (37.04).
| FMSDX | RLBAX | FMSDX / RLBAX | |
| Total Expense Ratio | 0.80 | 1.31 | 61% |
| Annual Report Gross Expense Ratio | 0.80 | 1.31 | 61% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 6.841 | 7.651 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 252B | 1% |
| Annual Yield % from dividends | 3.87 | 1.18 | 329% |
| Returns for 1 year | 10.36 | 7.00 | 148% |
| Returns for 3 years | 34.41 | 32.45 | 106% |
| Returns for 5 years | 56.28 | 37.04 | 152% |
| Returns for 10 years | N/A | 58.01 | - |
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