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FMSDX vs RLBCX
FMSDX vs RLBCX Comparison
Open Charts FMSDX vs RLBCX
Fidelity Multi-Asset Income
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R3
Price$36.79
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
FMSDX vs RLBCX Comparison Chart in %
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FMSDX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 253B vs. FMSDX (2.93B). FMSDX pays higher dividends than RLBCX: FMSDX (3.83) vs RLBCX (1.56). FMSDX was incepted earlier than RLBCX: FMSDX (7 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 : 14.39 vs. RLBCX (11.04). FMSDX return over 5 years is better than : 49.45 vs. RLBCX (34.79).
| FMSDX | RLBCX | FMSDX / RLBCX | |
| Total Expense Ratio | 0.80 | 0.89 | 90% |
| Annual Report Gross Expense Ratio | 0.80 | 0.89 | 90% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 8.648 | 8.359 | 103% |
| 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 | 1.56 | 246% |
| Returns for 1 year | 14.39 | 11.04 | 130% |
| Returns for 3 years | 29.73 | 29.84 | 100% |
| Returns for 5 years | 49.45 | 34.79 | 142% |
| Returns for 10 years | N/A | 60.65 | - |
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