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FIWBX vs RAMHX
FIWBX vs RAMHX Comparison
Open Charts FIWBX vs RAMHX
Fidelity Advisor Multi-Asset Income Z
Price$13.17
Change+$0.18 (+1.39%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R2E
Price$32.94
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
FIWBX vs RAMHX Comparison Chart
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FIWBX vs. RAMHX commentary
Apr 12, 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: 224B vs. FIWBX (2.8B). FIWBX pays higher dividends than RAMHX: FIWBX (3.99) vs RAMHX (1.54). FIWBX was incepted earlier than RAMHX: FIWBX (7 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than FIWBX (0.73). FIWBX is a more actively managed with annual turnover of: 230.00 vs. RAMHX (171.00). FIWBX has a lower initial minimum investment than RAMHX: FIWBX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 0.42 vs. FIWBX (-1.20). FIWBX return over 5 years is better than : 46.77 vs. RAMHX (32.76).
| FIWBX | RAMHX | FIWBX / RAMHX | |
| Total Expense Ratio | 0.73 | 1.04 | 70% |
| Annual Report Gross Expense Ratio | 0.73 | 1.04 | 70% |
| Fund Existence | 7 years | 11 years | - |
| Gain YTD | -7.143 | -3.353 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 224B | 1% |
| Annual Yield % from dividends | 3.99 | 1.54 | 259% |
| Returns for 1 year | -1.20 | 0.42 | -288% |
| Returns for 3 years | 4.01 | 9.18 | 44% |
| Returns for 5 years | 46.77 | 32.76 | 143% |
| Returns for 10 years | N/A | 41.60 | - |
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