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FSAAX vs RLBFX
FSAAX vs RLBFX Comparison
Open Charts FSAAX vs RLBFX
Fidelity Advisor Asset Manager 60% A
Price$15.55
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.18B
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
FSAAX vs RLBFX Comparison Chart
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FSAAX vs. RLBFX commentary
May 09, 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 FSAAX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. FSAAX (4.18B). RLBFX pays higher dividends than FSAAX: RLBFX (2.26) vs FSAAX (1.80). FSAAX was incepted earlier than RLBFX: FSAAX (18 years) vs RLBFX (23 years). FSAAX (0.94) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. FSAAX (17.00). FSAAX has a lower initial minimum investment than RLBFX: FSAAX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 5.06 vs. FSAAX (4.62). RLBFX (38.47) and FSAAX (37.25) have equivalent 5 years return.
| FSAAX | RLBFX | FSAAX / RLBFX | |
| Total Expense Ratio | 0.94 | 0.29 | 324% |
| Annual Report Gross Expense Ratio | 0.94 | 0.29 | 324% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.844 | 0.528 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.18B | 234B | 2% |
| Annual Yield % from dividends | 1.80 | 2.26 | 80% |
| Returns for 1 year | 4.62 | 5.06 | 91% |
| Returns for 3 years | 16.78 | 22.75 | 74% |
| Returns for 5 years | 37.25 | 38.47 | 97% |
| Returns for 10 years | 46.95 | 53.33 | 88% |
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