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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R1
Price$36.66
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
FMSDX vs RLBAX Comparison Chart in %
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FMSDX vs. RLBAX commentary
Aug 08, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B 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 : 14.39 vs. RLBAX (10.54). FMSDX return over 5 years is better than : 49.45 vs. RLBAX (32.33).
| 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 | 8.648 | 8.064 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 253B | 1% |
| Annual Yield % from dividends | 3.83 | 1.17 | 328% |
| Returns for 1 year | 14.39 | 10.54 | 137% |
| Returns for 3 years | 29.73 | 28.37 | 105% |
| Returns for 5 years | 49.45 | 32.33 | 153% |
| Returns for 10 years | N/A | 56.64 | - |