FSAEX vs. RLBGX
Compare and contrast key facts about Fidelity Series All-Sector Equity Fund (FSAEX) and American Funds American Balanced Fund Class R-6 (RLBGX).
FSAEX is managed by Fidelity. It was launched on Oct 17, 2008. RLBGX is managed by American Funds. It was launched on Jul 26, 1975.
Performance
FSAEX vs. RLBGX - Performance Comparison
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FSAEX vs. RLBGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSAEX Fidelity Series All-Sector Equity Fund | -5.26% | 19.80% | 26.86% | 30.61% | -18.55% | 26.89% | 26.23% | 32.18% | -6.56% | 21.64% |
RLBGX American Funds American Balanced Fund Class R-6 | -1.07% | 18.83% | 15.35% | 13.92% | -11.85% | 16.10% | 11.20% | 18.95% | -3.07% | 14.97% |
Returns By Period
In the year-to-date period, FSAEX achieves a -5.26% return, which is significantly lower than RLBGX's -1.07% return. Over the past 10 years, FSAEX has outperformed RLBGX with an annualized return of 14.98%, while RLBGX has yielded a comparatively lower 9.52% annualized return.
FSAEX
- 1D
- 3.21%
- 1M
- -5.33%
- YTD
- -5.26%
- 6M
- -3.43%
- 1Y
- 19.82%
- 3Y*
- 19.95%
- 5Y*
- 12.30%
- 10Y*
- 14.98%
RLBGX
- 1D
- 1.76%
- 1M
- -4.85%
- YTD
- -1.07%
- 6M
- 2.20%
- 1Y
- 17.26%
- 3Y*
- 14.51%
- 5Y*
- 8.58%
- 10Y*
- 9.52%
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FSAEX vs. RLBGX - Expense Ratio Comparison
FSAEX has a 0.00% expense ratio, which is lower than RLBGX's 0.25% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FSAEX vs. RLBGX — Risk / Return Rank
FSAEX
RLBGX
FSAEX vs. RLBGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series All-Sector Equity Fund (FSAEX) and American Funds American Balanced Fund Class R-6 (RLBGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FSAEX | RLBGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 1.59 | -0.50 |
Sortino ratioReturn per unit of downside risk | 1.65 | 2.33 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.33 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.48 | -0.73 |
Martin ratioReturn relative to average drawdown | 7.87 | 10.39 | -2.52 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSAEX | RLBGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 1.59 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.83 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.80 | 0.90 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.68 | 0.92 | -0.24 |
Correlation
The correlation between FSAEX and RLBGX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FSAEX vs. RLBGX - Dividend Comparison
FSAEX's dividend yield for the trailing twelve months is around 8.84%, more than RLBGX's 8.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSAEX Fidelity Series All-Sector Equity Fund | 8.84% | 7.36% | 8.95% | 5.50% | 11.89% | 20.94% | 12.13% | 8.60% | 41.30% | 14.60% | 17.85% | 9.61% |
RLBGX American Funds American Balanced Fund Class R-6 | 8.69% | 8.56% | 7.50% | 2.27% | 2.63% | 4.59% | 4.65% | 3.78% | 5.81% | 4.92% | 4.54% | 5.91% |
Drawdowns
FSAEX vs. RLBGX - Drawdown Comparison
The maximum FSAEX drawdown since its inception was -34.55%, which is greater than RLBGX's maximum drawdown of -22.33%. Use the drawdown chart below to compare losses from any high point for FSAEX and RLBGX.
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Drawdown Indicators
| FSAEX | RLBGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.55% | -22.33% | -12.22% |
Max Drawdown (1Y)Largest decline over 1 year | -12.03% | -7.33% | -4.70% |
Max Drawdown (5Y)Largest decline over 5 years | -24.66% | -18.59% | -6.07% |
Max Drawdown (10Y)Largest decline over 10 years | -34.55% | -22.33% | -12.22% |
Current DrawdownCurrent decline from peak | -6.93% | -5.34% | -1.59% |
Average DrawdownAverage peak-to-trough decline | -4.59% | -2.48% | -2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.68% | 1.75% | +0.93% |
Volatility
FSAEX vs. RLBGX - Volatility Comparison
Fidelity Series All-Sector Equity Fund (FSAEX) has a higher volatility of 5.81% compared to American Funds American Balanced Fund Class R-6 (RLBGX) at 3.86%. This indicates that FSAEX's price experiences larger fluctuations and is considered to be riskier than RLBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSAEX | RLBGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 3.86% | +1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 10.22% | 6.95% | +3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 11.19% | +7.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.89% | 10.45% | +7.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 10.63% | +8.16% |