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FTAWX vs LBETX
FTAWX vs LBETX Comparison
Open Charts FTAWX vs LBETX
Fidelity Advisor Asset Manager 20% A
Price$13.76
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets5.44B
LGM Risk Managed Total Return Ins
Price$11.19
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets14.97M
FTAWX vs LBETX Comparison Chart
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FTAWX vs. LBETX commentary
Jun 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTAWX has more cash in the bank: 5.44B vs. LBETX (15M). FTAWX pays higher dividends than LBETX: FTAWX (3.00) vs LBETX (0.93). 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: 355.00 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 : 5.68 vs. LBETX (3.79). LBETX return over 5 years is better than : 17.68 vs. FTAWX (12.01).
| 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 | 3.038 | -1.063 | -286% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 5.44B | 15M | 36,273% |
| Annual Yield % from dividends | 3.00 | 0.93 | 324% |
| Returns for 1 year | 5.68 | 3.79 | 150% |
| Returns for 3 years | 10.37 | 19.53 | 53% |
| Returns for 5 years | 12.01 | 17.68 | 68% |
| Returns for 10 years | 23.44 | N/A | - |
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