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FMSDX vs RLBCX
FMSDX vs RLBCX Comparison
Open Charts FMSDX vs RLBCX
Fidelity Multi-Asset Income
Price$14.79
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FMSDX vs RLBCX Comparison Chart in %
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FMSDX vs. RLBCX commentary
Jul 07, 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: 252B vs. FMSDX (2.87B). FMSDX pays higher dividends than RLBCX: FMSDX (3.87) vs RLBCX (1.57). 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 : 10.36 vs. RLBCX (7.52). FMSDX return over 5 years is better than : 56.28 vs. RLBCX (39.59).
| 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 | 6.841 | 7.917 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 252B | 1% |
| Annual Yield % from dividends | 3.87 | 1.57 | 247% |
| Returns for 1 year | 10.36 | 7.52 | 138% |
| Returns for 3 years | 34.41 | 34.01 | 101% |
| Returns for 5 years | 56.28 | 39.59 | 142% |
| Returns for 10 years | N/A | 62.14 | - |
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