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FASMX vs RLBFX
FASMX vs RLBFX Comparison
Open Charts FASMX vs RLBFX
Fidelity Asset Manager 50%
Price$22.19
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets10.34B
American Funds American Balanced R5
Price$38.43
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
FASMX vs RLBFX Comparison Chart in %
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FASMX vs. RLBFX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. FASMX (10.3B). FASMX pays higher dividends than RLBFX: FASMX (2.36) vs RLBFX (2.19). FASMX was incepted earlier than RLBFX: FASMX (37 years) vs RLBFX (24 years). FASMX (0.56) 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). RLBFX annual gain was more profitable for investors over the last year : 14.57 vs. FASMX (11.99). RLBFX return over 5 years is better than : 38.38 vs. FASMX (17.98).
| FASMX | RLBFX | FASMX / RLBFX | |
| Total Expense Ratio | 0.53 | 0.29 | 183% |
| Annual Report Gross Expense Ratio | 0.56 | 0.29 | 193% |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 1.787 | 2.344 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 270B | 4% |
| Annual Yield % from dividends | 2.36 | 2.19 | 108% |
| Returns for 1 year | 11.99 | 14.57 | 82% |
| Returns for 3 years | 29.27 | 39.01 | 75% |
| Returns for 5 years | 17.98 | 38.38 | 47% |
| Returns for 10 years | 69.68 | 92.91 | 75% |
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