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FSNIX vs RLBAX
FSNIX vs RLBAX Comparison
Open Charts FSNIX vs RLBAX
Fidelity Advisor Asset Manager 60% I
Price$15.65
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.18B
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
FSNIX vs RLBAX Comparison Chart
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FSNIX vs. RLBAX 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 FSNIX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. FSNIX (4.18B). FSNIX pays higher dividends than RLBAX: FSNIX (2.11) vs RLBAX (1.28). FSNIX was incepted earlier than RLBAX: FSNIX (18 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FSNIX (0.69). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (17.00). FSNIX has a lower initial minimum investment than RLBAX: FSNIX (0) vs RLBAX (250). FSNIX annual gain was more profitable for investors over the last year : 5.19 vs. RLBAX (3.92). FSNIX return over 5 years is better than : 39.07 vs. RLBAX (32.45).
| FSNIX | RLBAX | FSNIX / RLBAX | |
| Total Expense Ratio | 0.69 | 1.31 | 53% |
| Annual Report Gross Expense Ratio | 0.69 | 1.31 | 53% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.968 | 0.154 | 627% |
| Front Load | N/A | 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 | 2.11 | 1.28 | 165% |
| Returns for 1 year | 5.19 | 3.92 | 132% |
| Returns for 3 years | 20.52 | 19.69 | 104% |
| Returns for 5 years | 39.07 | 32.45 | 120% |
| Returns for 10 years | 51.79 | 44.47 | 116% |