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FIWBX vs RLBEX
FIWBX vs RLBEX Comparison
Open Charts FIWBX vs RLBEX
Fidelity Advisor Multi-Asset Income Z
Price$13.17
Change+$0.18 (+1.39%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R4
Price$33.06
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
FIWBX vs RLBEX Comparison Chart
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FIWBX vs. RLBEX commentary
Apr 12, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 224B vs. FIWBX (2.8B). FIWBX pays higher dividends than RLBEX: FIWBX (3.99) vs RLBEX (1.97). FIWBX was incepted earlier than RLBEX: FIWBX (7 years) vs RLBEX (23 years). FIWBX (0.73) is less costly to investors than RLBEX (0.60). FIWBX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (171.00). FIWBX has a lower initial minimum investment than RLBEX: FIWBX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 0.89 vs. FIWBX (-1.20). FIWBX return over 5 years is better than : 46.77 vs. RLBEX (35.33).
| FIWBX | RLBEX | FIWBX / RLBEX | |
| Total Expense Ratio | 0.73 | 0.60 | 122% |
| Annual Report Gross Expense Ratio | 0.73 | 0.60 | 122% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -7.143 | -3.234 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 224B | 1% |
| Annual Yield % from dividends | 3.99 | 1.97 | 203% |
| Returns for 1 year | -1.20 | 0.89 | -136% |
| Returns for 3 years | 4.01 | 10.36 | 39% |
| Returns for 5 years | 46.77 | 35.33 | 132% |
| Returns for 10 years | N/A | 47.53 | - |
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