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FMSDX vs RLBEX
FMSDX vs RLBEX Comparison
Open Charts FMSDX vs RLBEX
Fidelity Multi-Asset Income
Price$15.81
Change-$0.10 (-0.63%)
VolumeN/A
Net Assets3.15B
American Funds American Balanced R4
Price$38.86
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
FMSDX vs RLBEX Comparison Chart in %
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FMSDX vs. RLBEX commentary
Oct 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. FMSDX (3.15B). FMSDX pays higher dividends than RLBEX: FMSDX (3.78) vs RLBEX (1.74). 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 : 15.67 vs. RLBEX (9.95). FMSDX return over 5 years is better than : 56.97 vs. RLBEX (42.38).
| 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 | 16.115 | 14.396 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 266B | 1% |
| Annual Yield % from dividends | 3.78 | 1.74 | 217% |
| Returns for 1 year | 15.67 | 9.95 | 157% |
| Returns for 3 years | 47.74 | 51.09 | 93% |
| Returns for 5 years | 56.97 | 42.38 | 134% |
| Returns for 10 years | N/A | 78.78 | - |
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