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FIWBX vs RLBAX
FIWBX vs RLBAX Comparison
Open Charts FIWBX vs RLBAX
Fidelity Advisor Multi-Asset Income Z
Price$15.84
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets3.15B
American Funds American Balanced R1
Price$38.59
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
FIWBX vs RLBAX Comparison Chart in %
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FIWBX vs. RLBAX commentary
Oct 06, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. FIWBX (3.15B). FIWBX pays higher dividends than RLBAX: FIWBX (3.84) vs RLBAX (1.10). 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 : 15.15 vs. RLBAX (8.99). FIWBX return over 5 years is better than : 60.21 vs. RLBAX (40.51).
| 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 | 15.737 | 13.858 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 266B | 1% |
| Annual Yield % from dividends | 3.84 | 1.10 | 349% |
| Returns for 1 year | 15.15 | 8.99 | 168% |
| Returns for 3 years | 45.48 | 44.14 | 103% |
| Returns for 5 years | 60.21 | 40.51 | 149% |
| Returns for 10 years | N/A | 70.61 | - |
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