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FIWBX vs RLBEX
FIWBX vs RLBEX Comparison
Open Charts FIWBX vs RLBEX
Fidelity Advisor Multi-Asset Income Z
Price$15.32
Change-$0.08 (-0.52%)
VolumeN/A
Net Assets3.25B
American Funds American Balanced R4
Price$38.74
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
FIWBX vs RLBEX Comparison Chart in %
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FIWBX vs. RLBEX commentary
Nov 20, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. FIWBX (3.25B). FIWBX pays higher dividends than RLBEX: FIWBX (3.82) vs RLBEX (1.71). 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 : 9.47 vs. RLBEX (8.98). FIWBX return over 5 years is better than : 48.96 vs. RLBEX (38.72).
| 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 | 12.860 | 14.042 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 263B | 1% |
| Annual Yield % from dividends | 3.82 | 1.71 | 223% |
| Returns for 1 year | 9.47 | 8.98 | 106% |
| Returns for 3 years | 38.42 | 41.02 | 94% |
| Returns for 5 years | 48.96 | 38.72 | 126% |
| Returns for 10 years | N/A | 73.32 | - |
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