Interact to see
Advertisement
Advertisement
FMSDX vs RLBEX
FMSDX vs RLBEX Comparison
Open Charts FMSDX vs RLBEX
Fidelity Multi-Asset Income
Price$15.40
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets3.25B
American Funds American Balanced R4
Price$38.63
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
FMSDX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMSDX vs. RLBEX commentary
Nov 20, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 264B vs. FMSDX (3.25B). FMSDX pays higher dividends than RLBEX: FMSDX (3.77) vs RLBEX (1.71). FMSDX was incepted earlier than RLBEX: FMSDX (8 years) vs RLBEX (23 years). FMSDX (0.80) is less costly to investors than RLBEX (0.59). FMSDX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (44.00). FMSDX has a lower initial minimum investment than RLBEX: FMSDX (0) vs RLBEX (250). FMSDX annual gain was more profitable for investors over the last year : 10.18 vs. RLBEX (8.82). FMSDX return over 5 years is better than : 47.74 vs. RLBEX (38.00).
| FMSDX | RLBEX | FMSDX / RLBEX | |
| Total Expense Ratio | 0.80 | 0.59 | 136% |
| Annual Report Gross Expense Ratio | 0.80 | 0.59 | 136% |
| Fund Existence | 8 years | 23 years | - |
| Gain YTD | 12.359 | 13.718 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 264B | 1% |
| Annual Yield % from dividends | 3.77 | 1.71 | 220% |
| Returns for 1 year | 10.18 | 8.82 | 115% |
| Returns for 3 years | 37.69 | 40.62 | 93% |
| Returns for 5 years | 47.74 | 38.00 | 126% |
| Returns for 10 years | N/A | 72.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement