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FIWBX vs RLBEX
FIWBX vs RLBEX Comparison
Open Charts FIWBX vs RLBEX
Fidelity Advisor Multi-Asset Income Z
Price$14.22
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets2.78B
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
FIWBX vs RLBEX Comparison Chart
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FIWBX vs. RLBEX commentary
Jun 07, 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: 243B vs. FIWBX (2.78B). FIWBX pays higher dividends than RLBEX: FIWBX (4.03) vs RLBEX (1.90). 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 : 7.11 vs. FIWBX (5.61). FIWBX return over 5 years is better than : 47.74 vs. RLBEX (34.72).
| 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 | 2.095 | 4.698 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 243B | 1% |
| Annual Yield % from dividends | 4.03 | 1.90 | 212% |
| Returns for 1 year | 5.61 | 7.11 | 79% |
| Returns for 3 years | 21.30 | 22.20 | 96% |
| Returns for 5 years | 47.74 | 34.72 | 137% |
| Returns for 10 years | N/A | 61.31 | - |
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