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FTDWX vs RBBAX
FTDWX vs RBBAX Comparison
Open Charts FTDWX vs RBBAX
Fidelity Advisor Asset Manager 20% M
Price$14.01
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.49B
Columbia Income Builder A
Price$12.00
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets844.12M
FTDWX vs RBBAX Comparison Chart in %
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FTDWX vs. RBBAX commentary
Aug 09, 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 FTDWX is a Buy and RBBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTDWX has more cash in the bank: 5.49B vs. RBBAX (844M). RBBAX pays higher dividends than FTDWX: RBBAX (3.75) vs FTDWX (2.70). FTDWX was incepted earlier than RBBAX: FTDWX (19 years) vs RBBAX (19 years). FTDWX (1.02) is less costly to investors than RBBAX (0.97). FTDWX is a more actively managed with annual turnover of: 24.00 vs. RBBAX (18.00). RBBAX initial investment is less costly to investors than FTDWX (4%) vs FTDWX (4%). FTDWX has a lower initial minimum investment than RBBAX: FTDWX (0) vs RBBAX (2000). RBBAX IRA initial investment is lower compared to FTDWX: RBBAX (1000) vs FTDWX (500). RBBAX annual gain was more profitable for investors over the last year : 7.73 vs. FTDWX (6.74). RBBAX return over 5 years is better than : 14.85 vs. FTDWX (10.18).
| FTDWX | RBBAX | FTDWX / RBBAX | |
| Total Expense Ratio | 1.02 | 0.97 | 105% |
| Annual Report Gross Expense Ratio | 1.02 | 0.97 | 105% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 5.245 | 6.237 | 84% |
| Front Load | 4% | 5% | 74% |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 5.49B | 844M | 651% |
| Annual Yield % from dividends | 2.70 | 3.75 | 72% |
| Returns for 1 year | 6.74 | 7.73 | 87% |
| Returns for 3 years | 12.23 | 16.49 | 74% |
| Returns for 5 years | 10.18 | 14.85 | 69% |
| Returns for 10 years | 23.04 | 45.43 | 51% |
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