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FASMX vs RLBAX
FASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAX
Fidelity Asset Manager 50%
Price$22.81
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets10.08B
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
FASMX vs RLBAX Comparison Chart in %
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FASMX vs. RLBAX commentary
Nov 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 FASMX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FASMX (10.1B). FASMX pays higher dividends than RLBAX: FASMX (2.20) vs RLBAX (1.08). 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 : 11.46 vs. RLBAX (9.08). RLBAX return over 5 years is better than : 36.92 vs. FASMX (26.35).
| 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 | 14.453 | 15.481 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 269B | 4% |
| Annual Yield % from dividends | 2.20 | 1.08 | 203% |
| Returns for 1 year | 11.46 | 9.08 | 126% |
| Returns for 3 years | 32.39 | 40.52 | 80% |
| Returns for 5 years | 26.35 | 36.92 | 71% |
| Returns for 10 years | 59.44 | 69.99 | 85% |
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