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FMTIX vs RLBGX
FMTIX vs RLBGX Comparison
Open Charts FMTIX vs RLBGX
Franklin Moderate Allocation A
Price$16.10
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.67B
American Funds American Balanced R6
Price$36.63
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets251.12B
FMTIX vs RLBGX Comparison Chart in %
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FMTIX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 251B vs. FMTIX (1.67B). RLBGX (2.15) and FMTIX (2.10) have matching dividends . FMTIX was incepted earlier than RLBGX: FMTIX (29 years) vs RLBGX (16 years). FMTIX (0.85) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. FMTIX (37.85). RLBGX has a lower initial minimum investment than FMTIX: RLBGX (250) vs FMTIX (1000). RLBGX annual gain was more profitable for investors over the last year : 8.12 vs. FMTIX (6.57). RLBGX return over 5 years is better than : 42.57 vs. FMTIX (20.23).
| FMTIX | RLBGX | FMTIX / RLBGX | |
| Total Expense Ratio | 0.85 | 0.25 | 340% |
| Annual Report Gross Expense Ratio | 0.85 | 0.25 | 340% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 2.941 | 7.174 | 41% |
| 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 | 2.15 | 98% |
| Returns for 1 year | 6.57 | 8.12 | 81% |
| Returns for 3 years | 30.26 | 34.94 | 87% |
| Returns for 5 years | 20.23 | 42.57 | 48% |
| Returns for 10 years | 16.53 | 66.58 | 25% |
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