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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$14.33
Change-$0.15 (-1.04%)
VolumeN/A
Net Assets2.97B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FMSDX vs RLBAX Comparison Chart
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FMSDX vs. RLBAX commentary
Feb 23, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B 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 : 11.12 vs. RLBAX (8.36). FMSDX return over 5 years is better than : 46.14 vs. RLBAX (26.04).
| 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 | 1.645 | 2.764 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 242B | 1% |
| Annual Yield % from dividends | 4.04 | 1.59 | 254% |
| Returns for 1 year | 11.12 | 8.36 | 133% |
| Returns for 3 years | 14.33 | 15.63 | 92% |
| Returns for 5 years | 46.14 | 26.04 | 177% |
| Returns for 10 years | N/A | 46.53 | - |