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FSATX vs RLBAX
FSATX vs RLBAX Comparison
Open Charts FSATX vs RLBAX
Fidelity Advisor Asset Manager 60% M
Price$16.06
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets4.3B
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FSATX vs RLBAX Comparison Chart
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FSATX vs. RLBAX commentary
Jun 07, 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 FSATX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 243B vs. FSATX (4.3B). FSATX pays higher dividends than RLBAX: FSATX (1.50) vs RLBAX (1.23). FSATX was incepted earlier than RLBAX: FSATX (18 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FSATX (1.19). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). FSATX has a lower initial minimum investment than RLBAX: FSATX (0) vs RLBAX (250). FSATX (6.53) and RLBAX (6.30) have marching annual gain over last year. FSATX (31.59) and RLBAX (30.57) have equivalent 5 years return.
| FSATX | RLBAX | FSATX / RLBAX | |
| Total Expense Ratio | 1.19 | 1.31 | 91% |
| Annual Report Gross Expense Ratio | 1.19 | 1.31 | 91% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 4.368 | 4.364 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3B | 243B | 2% |
| Annual Yield % from dividends | 1.50 | 1.23 | 122% |
| Returns for 1 year | 6.53 | 6.30 | 104% |
| Returns for 3 years | 18.19 | 20.02 | 91% |
| Returns for 5 years | 31.59 | 30.57 | 103% |
| Returns for 10 years | 50.74 | 52.75 | 96% |
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