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FFTMX vs RLBAX
FFTMX vs RLBAX Comparison
Open Charts FFTMX vs RLBAX
Fidelity Advisor Asset Manager 50% M
Price$21.10
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
FFTMX vs RLBAX Comparison Chart
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FFTMX vs. RLBAX commentary
Jun 15, 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: 244B vs. FFTMX (9.42B). FFTMX pays higher dividends than RLBAX: FFTMX (1.85) vs RLBAX (1.23). 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 : 5.67 vs. RLBAX (4.45). RLBAX return over 5 years is better than : 34.05 vs. FFTMX (24.00).
| 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 | 4.047 | 4.085 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.42B | 244B | 4% |
| Annual Yield % from dividends | 1.85 | 1.23 | 150% |
| Returns for 1 year | 5.67 | 4.45 | 127% |
| Returns for 3 years | 21.06 | 30.02 | 70% |
| Returns for 5 years | 24.00 | 34.05 | 71% |
| Returns for 10 years | 33.39 | 51.23 | 65% |
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