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FIWBX vs RLBEX
FIWBX vs RLBEX Comparison
Open Charts FIWBX vs RLBEX
Fidelity Advisor Multi-Asset Income Z
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R4
Price$36.99
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
FIWBX vs RLBEX Comparison Chart in %
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FIWBX vs. RLBEX commentary
Aug 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. FIWBX (2.93B). FIWBX pays higher dividends than RLBEX: FIWBX (3.89) vs RLBEX (1.81). 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 : 13.88 vs. RLBEX (10.77). FIWBX return over 5 years is better than : 49.87 vs. RLBEX (36.60).
| 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 | 8.690 | 8.592 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 252B | 1% |
| Annual Yield % from dividends | 3.89 | 1.81 | 215% |
| Returns for 1 year | 13.88 | 10.77 | 129% |
| Returns for 3 years | 30.71 | 31.19 | 98% |
| Returns for 5 years | 49.87 | 36.60 | 136% |
| Returns for 10 years | N/A | 66.90 | - |
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