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FMTIX vs RLBEX
FMTIX vs RLBEX Comparison
Open Charts FMTIX vs RLBEX
Franklin Moderate Allocation A
Price$16.17
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets1.68B
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FMTIX vs RLBEX Comparison Chart in %
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FMTIX vs. RLBEX commentary
Jul 05, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. FMTIX (1.68B). FMTIX pays higher dividends than RLBEX: FMTIX (2.10) vs RLBEX (1.83). FMTIX was incepted earlier than RLBEX: FMTIX (29 years) vs RLBEX (23 years). FMTIX (0.85) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. FMTIX (37.85). RLBEX has a lower initial minimum investment than FMTIX: RLBEX (250) vs FMTIX (1000). RLBEX annual gain was more profitable for investors over the last year : 7.86 vs. FMTIX (6.57). RLBEX return over 5 years is better than : 41.38 vs. FMTIX (13.62).
| FMTIX | RLBEX | FMTIX / RLBEX | |
| Total Expense Ratio | 0.85 | 0.59 | 144% |
| Annual Report Gross Expense Ratio | 0.85 | 0.59 | 144% |
| Fund Existence | 29 years | 23 years | - |
| Gain YTD | 3.808 | 8.064 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.68B | 252B | 1% |
| Annual Yield % from dividends | 2.10 | 1.83 | 115% |
| Returns for 1 year | 6.57 | 7.86 | 84% |
| Returns for 3 years | 31.35 | 35.05 | 89% |
| Returns for 5 years | 13.62 | 41.38 | 33% |
| Returns for 10 years | 18.20 | 67.17 | 27% |
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