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FMSDX vs RLBCX
FMSDX vs RLBCX Comparison
Open Charts FMSDX vs RLBCX
Fidelity Multi-Asset Income
Price$13.83
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets2.74B
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
FMSDX vs RLBCX Comparison Chart
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FMSDX vs. RLBCX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. FMSDX (2.74B). FMSDX pays higher dividends than RLBCX: FMSDX (3.97) vs RLBCX (1.70). 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). RLBCX (4.39) and FMSDX (4.32) have marching annual gain over last year. FMSDX return over 5 years is better than : 50.77 vs. RLBCX (34.93).
| 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 | -1.359 | 0.323 | -421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 234B | 1% |
| Annual Yield % from dividends | 3.97 | 1.70 | 234% |
| Returns for 1 year | 4.32 | 4.39 | 98% |
| Returns for 3 years | 20.25 | 20.95 | 97% |
| Returns for 5 years | 50.77 | 34.93 | 145% |
| Returns for 10 years | N/A | 48.02 | - |
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