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FFTMX vs RLBAX
FFTMX vs RLBAX Comparison
Open Charts FFTMX vs RLBAX
Fidelity Advisor Asset Manager 50% M
Price$21.70
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.63B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
FFTMX vs RLBAX Comparison Chart in %
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FFTMX 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 FFTMX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. FFTMX (9.63B). FFTMX pays higher dividends than RLBAX: FFTMX (1.79) vs RLBAX (1.18). FFTMX was incepted earlier than RLBAX: FFTMX (19 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FFTMX (1.08). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FFTMX (12.00). FFTMX has a lower initial minimum investment than RLBAX: FFTMX (0) vs RLBAX (250). FFTMX annual gain was more profitable for investors over the last year : 7.77 vs. RLBAX (7.00). RLBAX return over 5 years is better than : 37.04 vs. FFTMX (25.00).
| FFTMX | RLBAX | FFTMX / RLBAX | |
| Total Expense Ratio | 1.08 | 1.31 | 82% |
| Annual Report Gross Expense Ratio | 1.08 | 1.31 | 82% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 7.006 | 7.651 | 92% |
| Front Load | 4% | 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 | 1.79 | 1.18 | 152% |
| Returns for 1 year | 7.77 | 7.00 | 111% |
| Returns for 3 years | 22.17 | 32.45 | 68% |
| Returns for 5 years | 25.00 | 37.04 | 68% |
| Returns for 10 years | 38.92 | 58.01 | 67% |
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