Ad is loading...
FMSDX vs RLBCX
FMSDX vs RLBCX Comparison
Open Charts FMSDX vs RLBCX
Fidelity Multi-Asset Income
Price$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R3
Price$32.75
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
FMSDX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FMSDX vs. RLBCX commentary
Apr 18, 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: 225B vs. FMSDX (2.8B). FMSDX pays higher dividends than RLBCX: FMSDX (3.93) vs RLBCX (1.69). 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 (171.00). 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 : 2.59 vs. RLBCX (2.26). FMSDX return over 5 years is better than : 45.14 vs. RLBCX (30.02).
| 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 | -5.437 | -3.762 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 225B | 1% |
| Annual Yield % from dividends | 3.93 | 1.69 | 233% |
| Returns for 1 year | 2.59 | 2.26 | 115% |
| Returns for 3 years | 6.09 | 9.17 | 66% |
| Returns for 5 years | 45.14 | 30.02 | 150% |
| Returns for 10 years | N/A | 41.94 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...