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FMSDX vs RLBEX
FMSDX vs RLBEX Comparison
Open Charts FMSDX vs RLBEX
Fidelity Multi-Asset Income
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R4
Price$36.98
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
FMSDX vs RLBEX Comparison Chart in %
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FMSDX vs. RLBEX commentary
Aug 08, 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 253B vs. FMSDX (2.93B). FMSDX pays higher dividends than RLBEX: FMSDX (3.83) vs RLBEX (1.81). FMSDX was incepted earlier than RLBEX: FMSDX (7 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 : 14.39 vs. RLBEX (11.40). FMSDX return over 5 years is better than : 49.45 vs. RLBEX (36.56).
| FMSDX | RLBEX | FMSDX / RLBEX | |
| Total Expense Ratio | 0.80 | 0.59 | 136% |
| Annual Report Gross Expense Ratio | 0.80 | 0.59 | 136% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 8.648 | 8.563 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 253B | 1% |
| Annual Yield % from dividends | 3.83 | 1.81 | 211% |
| Returns for 1 year | 14.39 | 11.40 | 126% |
| Returns for 3 years | 29.73 | 30.89 | 96% |
| Returns for 5 years | 49.45 | 36.56 | 135% |
| Returns for 10 years | N/A | 65.72 | - |
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