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FIWBX vs RLBAX
FIWBX vs RLBAX Comparison
Open Charts FIWBX vs RLBAX
Fidelity Advisor Multi-Asset Income Z
Price$14.22
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets2.78B
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
FIWBX vs RLBAX Comparison Chart
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FIWBX vs. RLBAX commentary
Jun 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 243B vs. FIWBX (2.78B). FIWBX pays higher dividends than RLBAX: FIWBX (4.03) vs RLBAX (1.23). 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). RLBAX annual gain was more profitable for investors over the last year : 6.30 vs. FIWBX (5.61). FIWBX return over 5 years is better than : 47.74 vs. RLBAX (30.57).
| 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 | 2.095 | 4.364 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 243B | 1% |
| Annual Yield % from dividends | 4.03 | 1.23 | 328% |
| Returns for 1 year | 5.61 | 6.30 | 89% |
| Returns for 3 years | 21.30 | 20.02 | 106% |
| Returns for 5 years | 47.74 | 30.57 | 156% |
| Returns for 10 years | N/A | 52.75 | - |
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