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FIWBX vs RAMHX
FIWBX vs RAMHX Comparison
Open Charts FIWBX vs RAMHX
Fidelity Advisor Multi-Asset Income Z
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R2E
Price$36.84
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
FIWBX vs RAMHX Comparison Chart in %
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FIWBX vs. RAMHX commentary
Aug 07, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. FIWBX (2.93B). FIWBX pays higher dividends than RAMHX: FIWBX (3.89) vs RAMHX (1.42). 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 : 13.88 vs. RAMHX (10.27). FIWBX return over 5 years is better than : 49.87 vs. RAMHX (34.01).
| 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 | 8.690 | 8.301 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 252B | 1% |
| Annual Yield % from dividends | 3.89 | 1.42 | 274% |
| Returns for 1 year | 13.88 | 10.27 | 135% |
| Returns for 3 years | 30.71 | 29.65 | 104% |
| Returns for 5 years | 49.87 | 34.01 | 147% |
| Returns for 10 years | N/A | 60.02 | - |
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