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FIWBX vs RLBAX
FIWBX vs RLBAX Comparison
Open Charts FIWBX vs RLBAX
Fidelity Advisor Multi-Asset Income Z
Price$13.83
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets2.74B
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
FIWBX vs RLBAX Comparison Chart
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FIWBX vs. RLBAX commentary
May 09, 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: 234B vs. FIWBX (2.74B). FIWBX pays higher dividends than RLBAX: FIWBX (4.03) vs RLBAX (1.28). FIWBX was incepted earlier than RLBAX: FIWBX (7 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FIWBX (0.74). FIWBX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). FIWBX has a lower initial minimum investment than RLBAX: FIWBX (0) vs RLBAX (250). FIWBX annual gain was more profitable for investors over the last year : 4.46 vs. RLBAX (3.92). FIWBX return over 5 years is better than : 51.30 vs. RLBAX (32.45).
| FIWBX | RLBAX | FIWBX / RLBAX | |
| Total Expense Ratio | 0.74 | 1.31 | 56% |
| Annual Report Gross Expense Ratio | 0.74 | 1.31 | 56% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -1.269 | 0.154 | -822% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 234B | 1% |
| Annual Yield % from dividends | 4.03 | 1.28 | 316% |
| Returns for 1 year | 4.46 | 3.92 | 114% |
| Returns for 3 years | 20.50 | 19.69 | 104% |
| Returns for 5 years | 51.30 | 32.45 | 158% |
| Returns for 10 years | N/A | 44.47 | - |