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FIWBX vs RLBEX
FIWBX vs RLBEX Comparison
Open Charts FIWBX vs RLBEX
Fidelity Advisor Multi-Asset Income Z
Price$14.39
Change-$0.08 (-0.55%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.07
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
FIWBX vs RLBEX Comparison Chart
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FIWBX vs. RLBEX commentary
Nov 18, 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 StrongBuy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. FIWBX (2.82B). FIWBX pays higher dividends than RLBEX: FIWBX (4.11) vs RLBEX (2.24). FIWBX was incepted earlier than RLBEX: FIWBX (6 years) vs RLBEX (22 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). RLBEX annual gain was more profitable for investors over the last year : 20.89 vs. FIWBX (17.31). FIWBX return over 5 years is better than : 52.86 vs. RLBEX (35.63).
| FIWBX | RLBEX | FIWBX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 22 years | - |
| Gain YTD | 11.198 | 14.028 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 236B | 1% |
| Annual Yield % from dividends | 4.11 | 2.24 | 184% |
| Returns for 1 year | 17.31 | 20.89 | 83% |
| Returns for 3 years | 7.76 | 10.45 | 74% |
| Returns for 5 years | 52.86 | 35.63 | 148% |
| Returns for 10 years | N/A | 52.55 | - |
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