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FMSDX vs RLBCX
FMSDX vs RLBCX Comparison
Open Charts FMSDX vs RLBCX
Fidelity Multi-Asset Income
Price$15.81
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets3.15B
American Funds American Balanced R3
Price$38.68
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
FMSDX vs RLBCX Comparison Chart in %
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FMSDX vs. RLBCX commentary
Oct 09, 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. FMSDX (3.15B). FMSDX pays higher dividends than RLBCX: FMSDX (3.78) vs RLBCX (1.49). FMSDX was incepted earlier than RLBCX: FMSDX (8 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than FMSDX (0.80). FMSDX is a more actively managed with annual turnover of: 230.00 vs. RLBCX (44.00). FMSDX has a lower initial minimum investment than RLBCX: FMSDX (0) vs RLBCX (250). FMSDX annual gain was more profitable for investors over the last year : 15.67 vs. RLBCX (9.62). FMSDX return over 5 years is better than : 56.97 vs. RLBCX (40.56).
| FMSDX | RLBCX | FMSDX / RLBCX | |
| Total Expense Ratio | 0.80 | 0.89 | 90% |
| Annual Report Gross Expense Ratio | 0.80 | 0.89 | 90% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 16.115 | 14.158 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 266B | 1% |
| Annual Yield % from dividends | 3.78 | 1.49 | 254% |
| Returns for 1 year | 15.67 | 9.62 | 163% |
| Returns for 3 years | 47.74 | 49.82 | 96% |
| Returns for 5 years | 56.97 | 40.56 | 140% |
| Returns for 10 years | N/A | 73.29 | - |
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