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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R1
Price$32.64
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
FMSDX vs RLBAX Comparison Chart
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FMSDX vs. RLBAX commentary
Apr 18, 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: 225B vs. FMSDX (2.8B). FMSDX pays higher dividends than RLBAX: FMSDX (3.93) vs RLBAX (1.27). FMSDX was incepted earlier than RLBAX: FMSDX (7 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FMSDX (0.80). FMSDX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (171.00). 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 : 2.59 vs. RLBAX (1.76). FMSDX return over 5 years is better than : 45.14 vs. RLBAX (27.60).
| FMSDX | RLBAX | FMSDX / RLBAX | |
| Total Expense Ratio | 0.80 | 1.33 | 60% |
| Annual Report Gross Expense Ratio | 0.80 | 1.33 | 60% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -5.437 | -3.908 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 225B | 1% |
| Annual Yield % from dividends | 3.93 | 1.27 | 309% |
| Returns for 1 year | 2.59 | 1.76 | 147% |
| Returns for 3 years | 6.09 | 8.00 | 76% |
| Returns for 5 years | 45.14 | 27.60 | 164% |
| Returns for 10 years | N/A | 38.50 | - |
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