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FIWBX vs RLBAX
FIWBX vs RLBAX Comparison
Open Charts FIWBX vs RLBAX
Fidelity Advisor Multi-Asset Income Z
Price$14.24
Change-$0.36 (-2.47%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
FIWBX vs RLBAX Comparison Chart
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FIWBX vs. RLBAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B 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 : 14.28 vs. RLBAX (11.90). FIWBX return over 5 years is better than : 51.16 vs. RLBAX (28.83).
| 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 | 13.219 | 10.911 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 241B | 1% |
| Annual Yield % from dividends | 4.11 | 1.59 | 258% |
| Returns for 1 year | 14.28 | 11.90 | 120% |
| Returns for 3 years | 11.73 | 10.12 | 116% |
| Returns for 5 years | 51.16 | 28.83 | 177% |
| Returns for 10 years | N/A | 40.93 | - |
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