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FASMX vs RLBAX
FASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAX
Fidelity Asset Manager 50%
Price$21.86
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.63B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
FASMX vs RLBAX Comparison Chart in %
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FASMX vs. RLBAX commentary
Jul 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 FASMX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. FASMX (9.63B). FASMX pays higher dividends than RLBAX: FASMX (2.25) vs RLBAX (1.18). FASMX was incepted earlier than RLBAX: FASMX (37 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FASMX (0.55). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FASMX (12.00). FASMX has a lower initial minimum investment than RLBAX: FASMX (0) vs RLBAX (250). FASMX annual gain was more profitable for investors over the last year : 8.37 vs. RLBAX (7.00). RLBAX return over 5 years is better than : 37.04 vs. FASMX (28.48).
| FASMX | RLBAX | FASMX / RLBAX | |
| Total Expense Ratio | 0.55 | 1.31 | 42% |
| Annual Report Gross Expense Ratio | 0.55 | 1.31 | 42% |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 7.346 | 7.651 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63B | 252B | 4% |
| Annual Yield % from dividends | 2.25 | 1.18 | 191% |
| Returns for 1 year | 8.37 | 7.00 | 120% |
| Returns for 3 years | 24.25 | 32.45 | 75% |
| Returns for 5 years | 28.48 | 37.04 | 77% |
| Returns for 10 years | 46.35 | 58.01 | 80% |
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