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FIWBX vs RLBEX
FIWBX vs RLBEX Comparison
Open Charts FIWBX vs RLBEX
Fidelity Advisor Multi-Asset Income Z
Price$14.79
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FIWBX vs RLBEX Comparison Chart in %
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FIWBX vs. RLBEX commentary
Jul 05, 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: 252B vs. FIWBX (2.87B). FIWBX pays higher dividends than RLBEX: FIWBX (3.93) vs RLBEX (1.83). FIWBX was incepted earlier than RLBEX: FIWBX (7 years) vs RLBEX (23 years). FIWBX (0.74) is less costly to investors than RLBEX (0.59). FIWBX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (44.00). FIWBX has a lower initial minimum investment than RLBEX: FIWBX (0) vs RLBEX (250). FIWBX annual gain was more profitable for investors over the last year : 10.43 vs. RLBEX (7.86). FIWBX return over 5 years is better than : 56.82 vs. RLBEX (41.38).
| FIWBX | RLBEX | FIWBX / RLBEX | |
| Total Expense Ratio | 0.74 | 0.59 | 125% |
| Annual Report Gross Expense Ratio | 0.74 | 0.59 | 125% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 6.949 | 8.064 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 252B | 1% |
| Annual Yield % from dividends | 3.93 | 1.83 | 215% |
| Returns for 1 year | 10.43 | 7.86 | 133% |
| Returns for 3 years | 34.69 | 35.05 | 99% |
| Returns for 5 years | 56.82 | 41.38 | 137% |
| Returns for 10 years | N/A | 67.17 | - |
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