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FSATX vs RLBEX
FSATX vs RLBEX Comparison
Open Charts FSATX vs RLBEX
Fidelity Advisor Asset Manager 60% M
Price$15.50
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets4.18B
American Funds American Balanced R4
Price$34.28
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
FSATX vs RLBEX Comparison Chart
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FSATX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. FSATX (4.18B). RLBEX pays higher dividends than FSATX: RLBEX (1.98) vs FSATX (1.55). FSATX was incepted earlier than RLBEX: FSATX (18 years) vs RLBEX (23 years). FSATX (1.19) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). FSATX has a lower initial minimum investment than RLBEX: FSATX (0) vs RLBEX (250). FSATX annual gain was more profitable for investors over the last year : 4.51 vs. RLBEX (4.20). RLBEX (36.57) and FSATX (35.92) have equivalent 5 years return.
| FSATX | RLBEX | FSATX / RLBEX | |
| Total Expense Ratio | 1.19 | 0.59 | 202% |
| Annual Report Gross Expense Ratio | 1.19 | 0.59 | 202% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 1.043 | 0.337 | 310% |
| 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 | 1.98 | 79% |
| Returns for 1 year | 4.51 | 4.20 | 107% |
| Returns for 3 years | 18.79 | 21.53 | 87% |
| Returns for 5 years | 35.92 | 36.57 | 98% |
| Returns for 10 years | 44.79 | 52.73 | 85% |
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