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FIWBX vs RAMHX
FIWBX vs RAMHX Comparison
Open Charts FIWBX vs RAMHX
Fidelity Advisor Multi-Asset Income Z
Price$14.24
Change-$0.36 (-2.47%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$34.08
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
FIWBX vs RAMHX Comparison Chart
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FIWBX vs. RAMHX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 241B vs. FIWBX (2.97B). FIWBX pays higher dividends than RAMHX: FIWBX (4.11) vs RAMHX (1.84). FIWBX was incepted earlier than RAMHX: FIWBX (6 years) vs RAMHX (10 years). FIWBX (175.00) and RAMHX (171.00) have comparable annual turnover. 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 : 14.28 vs. RAMHX (12.16). FIWBX return over 5 years is better than : 51.16 vs. RAMHX (30.35).
| FIWBX | RAMHX | FIWBX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 10 years | - |
| Gain YTD | 13.219 | 11.169 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 241B | 1% |
| Annual Yield % from dividends | 4.11 | 1.84 | 223% |
| Returns for 1 year | 14.28 | 12.16 | 117% |
| Returns for 3 years | 11.73 | 10.76 | 109% |
| Returns for 5 years | 51.16 | 30.35 | 169% |
| Returns for 10 years | N/A | 42.75 | - |
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