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FSATX vs RLBAX
FSATX vs RLBAX Comparison
Open Charts FSATX vs RLBAX
Fidelity Advisor Asset Manager 60% M
Price$15.19
Change-$0.11 (-0.72%)
VolumeN/A
Net Assets4.35B
American Funds American Balanced R1
Price$33.56
Change-$0.23 (-0.68%)
VolumeN/A
Net Assets233.53B
FSATX vs RLBAX Comparison Chart
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FSATX vs. RLBAX commentary
Mar 14, 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 Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. FSATX (4.36B). FSATX pays higher dividends than RLBAX: FSATX (1.52) vs RLBAX (1.25). FSATX was incepted earlier than RLBAX: FSATX (17 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FSATX (1.19). RLBAX is a more actively managed with annual turnover of: 171.00 vs. FSATX (21.00). FSATX has a lower initial minimum investment than RLBAX: FSATX (0) vs RLBAX (250). FSATX annual gain was more profitable for investors over the last year : 3.44 vs. RLBAX (2.67). FSATX return over 5 years is better than : 43.29 vs. RLBAX (37.57).
| FSATX | RLBAX | FSATX / RLBAX | |
| Total Expense Ratio | 1.19 | 1.33 | 89% |
| Annual Report Gross Expense Ratio | 1.19 | 1.33 | 89% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -0.261 | -1.200 | 22% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 234B | 2% |
| Annual Yield % from dividends | 1.52 | 1.25 | 121% |
| Returns for 1 year | 3.44 | 2.67 | 129% |
| Returns for 3 years | 11.46 | 13.55 | 85% |
| Returns for 5 years | 43.29 | 37.57 | 115% |
| Returns for 10 years | 44.83 | 43.56 | 103% |
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