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FIWBX vs RLBEX
FIWBX vs RLBEX Comparison
Open Charts FIWBX vs RLBEX
Fidelity Advisor Multi-Asset Income Z
Price$13.83
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets2.74B
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
FIWBX vs RLBEX Comparison Chart
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FIWBX vs. RLBEX commentary
May 09, 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: 234B vs. FIWBX (2.74B). FIWBX pays higher dividends than RLBEX: FIWBX (4.03) vs RLBEX (1.98). 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). RLBEX annual gain was more profitable for investors over the last year : 4.73 vs. FIWBX (4.46). FIWBX return over 5 years is better than : 51.30 vs. RLBEX (36.69).
| 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 | -1.269 | 0.425 | -299% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.74B | 234B | 1% |
| Annual Yield % from dividends | 4.03 | 1.98 | 204% |
| Returns for 1 year | 4.46 | 4.73 | 94% |
| Returns for 3 years | 20.50 | 21.84 | 94% |
| Returns for 5 years | 51.30 | 36.69 | 140% |
| Returns for 10 years | N/A | 52.56 | - |
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