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FMSDX vs RLBEX
FMSDX vs RLBEX Comparison
Open Charts FMSDX vs RLBEX
Fidelity Multi-Asset Income
Price$13.28
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
FMSDX vs RLBEX Comparison Chart
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FMSDX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 225B vs. FMSDX (2.8B). FMSDX pays higher dividends than RLBEX: FMSDX (3.93) vs RLBEX (1.97). FMSDX was incepted earlier than RLBEX: FMSDX (7 years) vs RLBEX (23 years). FMSDX (0.80) is less costly to investors than RLBEX (0.60). FMSDX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (171.00). FMSDX has a lower initial minimum investment than RLBEX: FMSDX (0) vs RLBEX (250). FMSDX (2.59) and RLBEX (2.55) have marching annual gain over last year. FMSDX return over 5 years is better than : 45.14 vs. RLBEX (31.66).
| FMSDX | RLBEX | FMSDX / RLBEX | |
| Total Expense Ratio | 0.80 | 0.60 | 133% |
| Annual Report Gross Expense Ratio | 0.80 | 0.60 | 133% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -5.437 | -3.702 | 147% |
| 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 | 1.97 | 200% |
| Returns for 1 year | 2.59 | 2.55 | 102% |
| Returns for 3 years | 6.09 | 9.93 | 61% |
| Returns for 5 years | 45.14 | 31.66 | 143% |
| Returns for 10 years | N/A | 46.29 | - |
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