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FSATX vs RLBAX
FSATX vs RLBAX Comparison
Open Charts FSATX vs RLBAX
Fidelity Advisor Asset Manager 60% M
Price$16.02
Change-$0.15 (-0.93%)
VolumeN/A
Net Assets4.3B
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
FSATX vs RLBAX Comparison Chart
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FSATX vs. RLBAX commentary
Jun 16, 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 FSATX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. FSATX (4.3B). FSATX pays higher dividends than RLBAX: FSATX (1.50) vs RLBAX (1.23). FSATX was incepted earlier than RLBAX: FSATX (18 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FSATX (1.19). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). FSATX has a lower initial minimum investment than RLBAX: FSATX (0) vs RLBAX (250). FSATX annual gain was more profitable for investors over the last year : 6.60 vs. RLBAX (4.45). FSATX (34.69) and RLBAX (34.05) have equivalent 5 years return.
| FSATX | RLBAX | FSATX / RLBAX | |
| Total Expense Ratio | 1.19 | 1.31 | 91% |
| Annual Report Gross Expense Ratio | 1.19 | 1.31 | 91% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 4.433 | 4.085 | 109% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3B | 244B | 2% |
| Annual Yield % from dividends | 1.50 | 1.23 | 122% |
| Returns for 1 year | 6.60 | 4.45 | 148% |
| Returns for 3 years | 27.92 | 30.02 | 93% |
| Returns for 5 years | 34.69 | 34.05 | 102% |
| Returns for 10 years | 49.91 | 51.23 | 97% |
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