Interact to see
Advertisement
Advertisement
FTAWX vs LBETX
FTAWX vs LBETX Comparison
Open Charts FTAWX vs LBETX
Fidelity Advisor Asset Manager 20% A
Price$14.11
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets5.49B
LGM Risk Managed Total Return Ins
Price$11.33
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets15.1M
FTAWX vs LBETX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTAWX vs. LBETX commentary
Aug 26, 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 FTAWX is a Buy and LBETX is a Hold.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.49B vs. LBETX (15.1M). FTAWX pays higher dividends than LBETX: FTAWX (2.96) vs LBETX (0.91). FTAWX was incepted earlier than LBETX: FTAWX (19 years) vs LBETX (8 years). LBETX (3.03) is less costly to investors than FTAWX (0.77). LBETX is a more actively managed with annual turnover of: 169.00 vs. FTAWX (24.00). FTAWX has a lower initial minimum investment than LBETX: FTAWX (0) vs LBETX (5000). FTAWX annual gain was more profitable for investors over the last year : 5.36 vs. LBETX (2.36). LBETX return over 5 years is better than : 22.00 vs. FTAWX (12.06).
| FTAWX | LBETX | FTAWX / LBETX | |
| Total Expense Ratio | 0.77 | 2.79 | 28% |
| Annual Report Gross Expense Ratio | 0.77 | 3.03 | 25% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 6.137 | 0.443 | 1,386% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.49B | 15.1M | 36,377% |
| Annual Yield % from dividends | 2.96 | 0.91 | 324% |
| Returns for 1 year | 5.36 | 2.36 | 227% |
| Returns for 3 years | 14.70 | 22.65 | 65% |
| Returns for 5 years | 12.06 | 22.00 | 55% |
| Returns for 10 years | 28.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement