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FIWBX vs RLBEX
FIWBX vs RLBEX Comparison
Open Charts FIWBX vs RLBEX
Fidelity Advisor Multi-Asset Income Z
Price$15.84
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets3.15B
American Funds American Balanced R4
Price$38.90
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
FIWBX vs RLBEX Comparison Chart in %
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FIWBX vs. RLBEX commentary
Oct 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. FIWBX (3.15B). FIWBX pays higher dividends than RLBEX: FIWBX (3.84) vs RLBEX (1.74). 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 : 15.15 vs. RLBEX (9.85). FIWBX return over 5 years is better than : 60.21 vs. RLBEX (45.00).
| 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 | 15.737 | 14.513 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 266B | 1% |
| Annual Yield % from dividends | 3.84 | 1.74 | 221% |
| Returns for 1 year | 15.15 | 9.85 | 154% |
| Returns for 3 years | 45.48 | 47.24 | 96% |
| Returns for 5 years | 60.21 | 45.00 | 134% |
| Returns for 10 years | N/A | 80.90 | - |
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