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FIWBX vs RLBAX
FIWBX vs RLBAX Comparison
Open Charts FIWBX vs RLBAX
Fidelity Advisor Multi-Asset Income Z
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R1
Price$36.68
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets252.49B
FIWBX vs RLBAX Comparison Chart in %
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FIWBX vs. RLBAX 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. FIWBX (2.93B). FIWBX pays higher dividends than RLBAX: FIWBX (3.89) vs RLBAX (1.17). 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 : 13.88 vs. RLBAX (9.95). FIWBX return over 5 years is better than : 49.87 vs. RLBAX (32.40).
| 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 | 8.690 | 8.123 | 107% |
| 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 | 1.17 | 333% |
| Returns for 1 year | 13.88 | 9.95 | 140% |
| Returns for 3 years | 30.71 | 28.66 | 107% |
| Returns for 5 years | 49.87 | 32.40 | 154% |
| Returns for 10 years | N/A | 57.80 | - |
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