Interact to see
Advertisement
Advertisement
FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
FMSDX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMSDX vs. RLBAX commentary
Jun 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 279B vs. FMSDX (3.69B). FMSDX pays higher dividends than RLBAX: FMSDX (3.46) vs RLBAX (1.14). FMSDX was incepted earlier than RLBAX: FMSDX (8 years) vs RLBAX (24 years). RLBAX (1.32) is less costly to investors than FMSDX (0.83). FMSDX is a more actively managed with annual turnover of: 225.00 vs. RLBAX (50.00). 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 : 22.18 vs. RLBAX (16.80). FMSDX return over 5 years is better than : 37.67 vs. RLBAX (31.17).
| FMSDX | RLBAX | FMSDX / RLBAX | |
| Total Expense Ratio | 0.82 | 1.32 | 62% |
| Annual Report Gross Expense Ratio | 0.83 | 1.32 | 63% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 8.917 | 9.354 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 279B | 1% |
| Annual Yield % from dividends | 3.46 | 1.14 | 305% |
| Returns for 1 year | 22.18 | 16.80 | 132% |
| Returns for 3 years | 44.89 | 42.23 | 106% |
| Returns for 5 years | 37.67 | 31.17 | 121% |
| Returns for 10 years | N/A | 77.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement