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FIWBX vs RAMHX
FIWBX vs RAMHX Comparison
Open Charts FIWBX vs RAMHX
Fidelity Advisor Multi-Asset Income Z
Price$14.79
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FIWBX vs RAMHX Comparison Chart in %
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FIWBX vs. RAMHX commentary
Jul 05, 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 FIWBX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. FIWBX (2.87B). FIWBX pays higher dividends than RAMHX: FIWBX (3.93) vs RAMHX (1.43). FIWBX was incepted earlier than RAMHX: FIWBX (7 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than FIWBX (0.74). FIWBX is a more actively managed with annual turnover of: 230.00 vs. RAMHX (44.00). FIWBX has a lower initial minimum investment than RAMHX: FIWBX (0) vs RAMHX (250). FIWBX annual gain was more profitable for investors over the last year : 10.43 vs. RAMHX (7.35). FIWBX return over 5 years is better than : 56.82 vs. RAMHX (38.74).
| FIWBX | RAMHX | FIWBX / RAMHX | |
| Total Expense Ratio | 0.74 | 1.04 | 71% |
| Annual Report Gross Expense Ratio | 0.74 | 1.04 | 71% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | 6.949 | 7.830 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 252B | 1% |
| Annual Yield % from dividends | 3.93 | 1.43 | 275% |
| Returns for 1 year | 10.43 | 7.35 | 142% |
| Returns for 3 years | 34.69 | 33.46 | 104% |
| Returns for 5 years | 56.82 | 38.74 | 147% |
| Returns for 10 years | N/A | 60.36 | - |
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