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FMSDX vs RLBEX
FMSDX vs RLBEX Comparison
Open Charts FMSDX vs RLBEX
Fidelity Multi-Asset Income
Price$14.33
Change-$0.15 (-1.04%)
VolumeN/A
Net Assets2.97B
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
FMSDX vs RLBEX Comparison Chart
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FMSDX vs. RLBEX commentary
Feb 23, 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: 242B vs. FMSDX (2.97B). FMSDX pays higher dividends than RLBEX: FMSDX (4.04) vs RLBEX (2.24). FMSDX was incepted earlier than RLBEX: FMSDX (7 years) vs RLBEX (23 years). FMSDX (175.00) and RLBEX (171.00) have comparable annual turnover. 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 : 11.12 vs. RLBEX (9.22). FMSDX return over 5 years is better than : 46.14 vs. RLBEX (30.07).
| FMSDX | RLBEX | FMSDX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 1.645 | 2.889 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 242B | 1% |
| Annual Yield % from dividends | 4.04 | 2.24 | 181% |
| Returns for 1 year | 11.12 | 9.22 | 121% |
| Returns for 3 years | 14.33 | 17.55 | 82% |
| Returns for 5 years | 46.14 | 30.07 | 153% |
| Returns for 10 years | N/A | 54.52 | - |
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