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FSATX vs RLBAX
FSATX vs RLBAX Comparison
Open Charts FSATX vs RLBAX
Fidelity Advisor Asset Manager 60% M
Price$16.54
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
FSATX vs RLBAX Comparison Chart in %
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FSATX vs. RLBAX commentary
Jul 07, 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: 252B vs. FSATX (4.44B). FSATX pays higher dividends than RLBAX: FSATX (1.45) vs RLBAX (1.18). 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 : 8.92 vs. RLBAX (7.00). RLBAX (37.04) and FSATX (35.94) 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 | 7.823 | 7.651 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 252B | 2% |
| Annual Yield % from dividends | 1.45 | 1.18 | 123% |
| Returns for 1 year | 8.92 | 7.00 | 127% |
| Returns for 3 years | 29.60 | 32.45 | 91% |
| Returns for 5 years | 35.94 | 37.04 | 97% |
| Returns for 10 years | 56.56 | 58.01 | 98% |
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