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FIWBX vs RLBEX
FIWBX vs RLBEX Comparison
Open Charts FIWBX vs RLBEX
Fidelity Advisor Multi-Asset Income Z
Price$14.24
Change-$0.36 (-2.47%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
FIWBX vs RLBEX Comparison Chart
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FIWBX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. FIWBX (2.97B). FIWBX pays higher dividends than RLBEX: FIWBX (4.11) vs RLBEX (2.24). FIWBX was incepted earlier than RLBEX: FIWBX (6 years) vs RLBEX (23 years). FIWBX (175.00) and RLBEX (171.00) have comparable annual turnover. 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 : 14.28 vs. RLBEX (12.54). FIWBX return over 5 years is better than : 51.16 vs. RLBEX (32.64).
| FIWBX | RLBEX | FIWBX / RLBEX | |
| 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 | 11.518 | 115% |
| 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 | 2.24 | 184% |
| Returns for 1 year | 14.28 | 12.54 | 114% |
| Returns for 3 years | 11.73 | 11.73 | 100% |
| Returns for 5 years | 51.16 | 32.64 | 157% |
| Returns for 10 years | N/A | 48.28 | - |
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