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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$22.81
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets10.08B
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
FASMX vs RLBFX Comparison Chart in %
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FASMX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. FASMX (10.1B). FASMX pays higher dividends than RLBFX: FASMX (2.20) vs RLBFX (1.97). FASMX was incepted earlier than RLBFX: FASMX (37 years) vs RLBFX (24 years). FASMX (0.55) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. FASMX (12.00). FASMX has a lower initial minimum investment than RLBFX: FASMX (0) vs RLBFX (250). FASMX annual gain was more profitable for investors over the last year : 11.11 vs. RLBFX (10.28). RLBFX return over 5 years is better than : 43.06 vs. FASMX (26.24).
| FASMX | RLBFX | FASMX / RLBFX | |
| Total Expense Ratio | 0.55 | 0.29 | 190% |
| Annual Report Gross Expense Ratio | 0.55 | 0.29 | 190% |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 14.353 | 16.507 | 87% |
| 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 | 1.97 | 112% |
| Returns for 1 year | 11.11 | 10.28 | 108% |
| Returns for 3 years | 31.57 | 44.74 | 71% |
| Returns for 5 years | 26.24 | 43.06 | 61% |
| Returns for 10 years | 60.25 | 81.39 | 74% |
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