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FSATX vs RLBCX
FSATX vs RLBCX Comparison
Open Charts FSATX vs RLBCX
Fidelity Advisor Asset Manager 60% M
Price$15.50
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets4.18B
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
FSATX vs RLBCX Comparison Chart
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FSATX vs. RLBCX commentary
May 11, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. FSATX (4.18B). RLBCX pays higher dividends than FSATX: RLBCX (1.70) vs FSATX (1.55). FSATX was incepted earlier than RLBCX: FSATX (18 years) vs RLBCX (23 years). FSATX (1.19) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). FSATX has a lower initial minimum investment than RLBCX: FSATX (0) vs RLBCX (250). FSATX annual gain was more profitable for investors over the last year : 4.51 vs. RLBCX (3.86). FSATX (35.92) and RLBCX (34.81) have equivalent 5 years return.
| FSATX | RLBCX | FSATX / RLBCX | |
| Total Expense Ratio | 1.19 | 0.89 | 134% |
| Annual Report Gross Expense Ratio | 1.19 | 0.89 | 134% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.043 | 0.235 | 444% |
| Front Load | 4% | 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 | 1.55 | 1.70 | 92% |
| Returns for 1 year | 4.51 | 3.86 | 117% |
| Returns for 3 years | 18.79 | 20.64 | 91% |
| Returns for 5 years | 35.92 | 34.81 | 103% |
| Returns for 10 years | 44.79 | 48.19 | 93% |
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