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FIWBX vs RAMHX
FIWBX vs RAMHX Comparison
Open Charts FIWBX vs RAMHX
Fidelity Advisor Multi-Asset Income Z
Price$13.94
Change-$0.17 (-1.20%)
VolumeN/A
Net Assets2.74B
American Funds American Balanced R2E
Price$34.67
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
FIWBX vs RAMHX Comparison Chart
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FIWBX vs. RAMHX commentary
May 22, 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: 240B vs. FIWBX (2.74B). FIWBX pays higher dividends than RAMHX: FIWBX (4.03) vs RAMHX (1.55). 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 : 4.89 vs. RAMHX (3.82). FIWBX return over 5 years is better than : 54.48 vs. RAMHX (35.34).
| 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 | 1.168 | 1.723 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 240B | 1% |
| Annual Yield % from dividends | 4.03 | 1.55 | 261% |
| Returns for 1 year | 4.89 | 3.82 | 128% |
| Returns for 3 years | 23.19 | 22.11 | 105% |
| Returns for 5 years | 54.48 | 35.34 | 154% |
| Returns for 10 years | N/A | 47.92 | - |
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