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FIWBX vs RLBAX
FIWBX vs RLBAX Comparison
Open Charts FIWBX vs RLBAX
Fidelity Advisor Multi-Asset Income Z
Price$14.79
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
FIWBX vs RLBAX Comparison Chart in %
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FIWBX vs. RLBAX commentary
Jul 05, 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: 252B vs. FIWBX (2.87B). FIWBX pays higher dividends than RLBAX: FIWBX (3.93) vs RLBAX (1.18). 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 : 10.43 vs. RLBAX (7.00). FIWBX return over 5 years is better than : 56.82 vs. RLBAX (37.04).
| 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 | 6.949 | 7.651 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 252B | 1% |
| Annual Yield % from dividends | 3.93 | 1.18 | 334% |
| Returns for 1 year | 10.43 | 7.00 | 149% |
| Returns for 3 years | 34.69 | 32.45 | 107% |
| Returns for 5 years | 56.82 | 37.04 | 153% |
| Returns for 10 years | N/A | 58.01 | - |
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