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FMSDX vs RLBAX
FMSDX vs RLBAX Comparison
Open Charts FMSDX vs RLBAX
Fidelity Multi-Asset Income
Price$15.73
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets3.15B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
FMSDX vs RLBAX Comparison Chart in %
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FMSDX vs. RLBAX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. FMSDX (3.15B). FMSDX pays higher dividends than RLBAX: FMSDX (3.78) vs RLBAX (1.10). FMSDX was incepted earlier than RLBAX: FMSDX (8 years) vs RLBAX (23 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 : 14.11 vs. RLBAX (7.84). FMSDX return over 5 years is better than : 54.63 vs. RLBAX (37.69).
| 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 | 23 years | - |
| Gain YTD | 14.947 | 13.947 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 265B | 1% |
| Annual Yield % from dividends | 3.78 | 1.10 | 343% |
| Returns for 1 year | 14.11 | 7.84 | 180% |
| Returns for 3 years | 45.30 | 47.39 | 96% |
| Returns for 5 years | 54.63 | 37.69 | 145% |
| Returns for 10 years | N/A | 67.66 | - |
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