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FIWBX vs RLBAX
FIWBX vs RLBAX Comparison
Open Charts FIWBX vs RLBAX
Fidelity Advisor Multi-Asset Income Z
Price$13.17
Change+$0.18 (+1.39%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R1
Price$32.80
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
FIWBX vs RLBAX Comparison Chart
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FIWBX vs. RLBAX 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 224B vs. FIWBX (2.8B). FIWBX pays higher dividends than RLBAX: FIWBX (3.99) vs RLBAX (1.27). FIWBX was incepted earlier than RLBAX: FIWBX (7 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FIWBX (0.73). FIWBX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (171.00). FIWBX has a lower initial minimum investment than RLBAX: FIWBX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 0.11 vs. FIWBX (-1.20). FIWBX return over 5 years is better than : 46.77 vs. RLBAX (31.17).
| FIWBX | RLBAX | FIWBX / RLBAX | |
| Total Expense Ratio | 0.73 | 1.33 | 55% |
| Annual Report Gross Expense Ratio | 0.73 | 1.33 | 55% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -7.143 | -3.437 | 208% |
| 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 | 1.27 | 314% |
| Returns for 1 year | -1.20 | 0.11 | -1,132% |
| Returns for 3 years | 4.01 | 8.39 | 48% |
| Returns for 5 years | 46.77 | 31.17 | 150% |
| Returns for 10 years | N/A | 39.68 | - |
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