Ad is loading...
FIWBX vs RLBEX
FIWBX vs RLBEX Comparison
Open Charts FIWBX vs RLBEX
Fidelity Advisor Multi-Asset Income Z
Price$14.56
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R4
Price$34.94
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets238.66B
FIWBX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FIWBX vs. RLBEX commentary
Jan 19, 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: 239B vs. FIWBX (2.87B). FIWBX pays higher dividends than RLBEX: FIWBX (4.11) vs RLBEX (2.24). FIWBX was incepted earlier than RLBEX: FIWBX (6 years) vs RLBEX (23 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). FIWBX annual gain was more profitable for investors over the last year : 14.33 vs. RLBEX (12.28). FIWBX return over 5 years is better than : 48.91 vs. RLBEX (29.82).
| FIWBX | RLBEX | FIWBX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 23 years | - |
| Gain YTD | 3.116 | 1.955 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 239B | 1% |
| Annual Yield % from dividends | 4.11 | 2.24 | 184% |
| Returns for 1 year | 14.33 | 12.28 | 117% |
| Returns for 3 years | 11.47 | 12.34 | 93% |
| Returns for 5 years | 48.91 | 29.82 | 164% |
| Returns for 10 years | N/A | 58.04 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...