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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$15.65
Change+$0.10 (+0.64%)
VolumeN/A
Net Assets3.23B
American Funds American Balanced R1
Price$39.31
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
FMSDX vs RLBAX Comparison Chart in %
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FMSDX vs. RLBAX commentary
Dec 04, 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 FMSDX is a Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 271B vs. FMSDX (3.23B). FMSDX pays higher dividends than RLBAX: FMSDX (3.82) vs RLBAX (1.07). FMSDX was incepted earlier than RLBAX: FMSDX (8 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FMSDX (0.80). FMSDX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). FMSDX has a lower initial minimum investment than RLBAX: FMSDX (0) vs RLBAX (250). FMSDX annual gain was more profitable for investors over the last year : 9.14 vs. RLBAX (8.44). FMSDX return over 5 years is better than : 45.01 vs. RLBAX (34.78).
| FMSDX | RLBAX | FMSDX / RLBAX | |
| Total Expense Ratio | 0.80 | 1.31 | 61% |
| Annual Report Gross Expense Ratio | 0.80 | 1.31 | 61% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 13.530 | 15.776 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 271B | 1% |
| Annual Yield % from dividends | 3.82 | 1.07 | 358% |
| Returns for 1 year | 9.14 | 8.44 | 108% |
| Returns for 3 years | 35.05 | 37.26 | 94% |
| Returns for 5 years | 45.01 | 34.78 | 129% |
| Returns for 10 years | N/A | 66.67 | - |
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