Ad is loading...
FMSDX vs RLBCX
FMSDX vs RLBCX Comparison
Open Charts FMSDX vs RLBCX
Fidelity Multi-Asset Income
Price$14.33
Change-$0.15 (-1.04%)
VolumeN/A
Net Assets2.97B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FMSDX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMSDX vs. RLBCX commentary
Feb 23, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. FMSDX (2.97B). FMSDX pays higher dividends than RLBCX: FMSDX (4.04) vs RLBCX (1.98). FMSDX was incepted earlier than RLBCX: FMSDX (7 years) vs RLBCX (23 years). FMSDX (175.00) and RLBCX (171.00) have comparable annual turnover. 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 : 11.12 vs. RLBCX (8.85). FMSDX return over 5 years is better than : 46.14 vs. RLBCX (28.37).
| FMSDX | RLBCX | FMSDX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 1.645 | 2.844 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 242B | 1% |
| Annual Yield % from dividends | 4.04 | 1.98 | 204% |
| Returns for 1 year | 11.12 | 8.85 | 126% |
| Returns for 3 years | 14.33 | 16.79 | 85% |
| Returns for 5 years | 46.14 | 28.37 | 163% |
| Returns for 10 years | N/A | 50.06 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...