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FMTIX vs RLBCX
FMTIX vs RLBCX Comparison
Open Charts FMTIX vs RLBCX
Franklin Moderate Allocation A
Price$16.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.67B
American Funds American Balanced R3
Price$36.37
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets251.12B
FMTIX vs RLBCX Comparison Chart in %
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FMTIX vs. RLBCX commentary
Jul 02, 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 FMTIX is a StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 251B vs. FMTIX (1.67B). FMTIX pays higher dividends than RLBCX: FMTIX (2.10) vs RLBCX (1.57). FMTIX was incepted earlier than RLBCX: FMTIX (29 years) vs RLBCX (23 years). RLBCX (0.89) and FMTIX (0.85) have similar cost to investors . RLBCX is a more actively managed with annual turnover of: 44.00 vs. FMTIX (37.85). RLBCX has a lower initial minimum investment than FMTIX: RLBCX (250) vs FMTIX (1000). RLBCX annual gain was more profitable for investors over the last year : 7.43 vs. FMTIX (6.57). RLBCX return over 5 years is better than : 38.71 vs. FMTIX (20.23).
| FMTIX | RLBCX | FMTIX / RLBCX | |
| Total Expense Ratio | 0.85 | 0.89 | 96% |
| Annual Report Gross Expense Ratio | 0.85 | 0.89 | 96% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 2.941 | 6.857 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 251B | 1% |
| Annual Yield % from dividends | 2.10 | 1.57 | 134% |
| Returns for 1 year | 6.57 | 7.43 | 88% |
| Returns for 3 years | 30.26 | 32.69 | 93% |
| Returns for 5 years | 20.23 | 38.71 | 52% |
| Returns for 10 years | 16.53 | 60.29 | 27% |