FASMX
Price
$21.86
Change
+$0.06 (+0.28%)
Updated
Jul 3 closing price
Net Assets
9.63B
RLBAX
Price
$36.52
Change
+$0.17 (+0.47%)
Updated
Jul 3 closing price
Net Assets
252.39B
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FASMX vs RLBAX

Header iconFASMX vs RLBAX Comparison
Open Charts FASMX vs RLBAXBanner chart's image
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.

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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).
FASMXRLBAXFASMX / RLBAX
Total Expense Ratio0.551.3142%
Annual Report Gross Expense Ratio0.551.3142%
Fund Existence37 years23 years-
Gain YTD7.3467.65196%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets9.63B252B4%
Annual Yield % from dividends2.251.18191%
Returns for 1 year8.377.00120%
Returns for 3 years24.2532.4575%
Returns for 5 years28.4837.0477%
Returns for 10 years46.3558.0180%
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