Interact to see
Advertisement
Advertisement
FMSDX vs RLBEX
FMSDX vs RLBEX Comparison
Open Charts FMSDX vs RLBEX
Fidelity Multi-Asset Income
Price$16.02
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets3.39B
American Funds American Balanced R4
Price$38.33
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
FMSDX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMSDX vs. RLBEX commentary
Feb 05, 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 FMSDX is a Buy and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 270B vs. FMSDX (3.39B). FMSDX pays higher dividends than RLBEX: FMSDX (3.70) vs RLBEX (1.87). FMSDX was incepted earlier than RLBEX: FMSDX (8 years) vs RLBEX (24 years). FMSDX (0.80) is less costly to investors than RLBEX (0.59). FMSDX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (44.00). FMSDX has a lower initial minimum investment than RLBEX: FMSDX (0) vs RLBEX (250). FMSDX annual gain was more profitable for investors over the last year : 14.97 vs. RLBEX (11.32). FMSDX return over 5 years is better than : 40.93 vs. RLBEX (35.56).
| FMSDX | RLBEX | FMSDX / RLBEX | |
| Total Expense Ratio | 0.80 | 0.59 | 136% |
| Annual Report Gross Expense Ratio | 0.80 | 0.59 | 136% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 3.387 | 2.459 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 270B | 1% |
| Annual Yield % from dividends | 3.70 | 1.87 | 198% |
| Returns for 1 year | 14.97 | 11.32 | 132% |
| Returns for 3 years | 34.89 | 36.71 | 95% |
| Returns for 5 years | 40.93 | 35.56 | 115% |
| Returns for 10 years | N/A | 90.55 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement