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FIWBX vs RLBAX
FIWBX vs RLBAX Comparison
Open Charts FIWBX vs RLBAX
Fidelity Advisor Multi-Asset Income Z
Price$14.33
Change-$0.15 (-1.04%)
VolumeN/A
Net Assets2.97B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FIWBX vs RLBAX Comparison Chart
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FIWBX vs. RLBAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. FIWBX (2.97B). FIWBX pays higher dividends than RLBAX: FIWBX (4.11) vs RLBAX (1.59). FIWBX was incepted earlier than RLBAX: FIWBX (6 years) vs RLBAX (23 years). FIWBX (175.00) and RLBAX (171.00) have comparable annual turnover. 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 : 11.18 vs. RLBAX (8.36). FIWBX return over 5 years is better than : 46.67 vs. RLBAX (26.04).
| FIWBX | RLBAX | FIWBX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 1.722 | 2.764 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 242B | 1% |
| Annual Yield % from dividends | 4.11 | 1.59 | 258% |
| Returns for 1 year | 11.18 | 8.36 | 134% |
| Returns for 3 years | 14.57 | 15.63 | 93% |
| Returns for 5 years | 46.67 | 26.04 | 179% |
| Returns for 10 years | N/A | 46.53 | - |
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