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FTIWX vs LBETX
FTIWX vs LBETX Comparison
Open Charts FTIWX vs LBETX
Fidelity Advisor Asset Manager 20% I
Price$14.15
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
FTIWX vs LBETX Comparison Chart in %
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FTIWX 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 FTIWX is a Buy and LBETX is a Hold.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.49B vs. LBETX (15.1M). FTIWX pays higher dividends than LBETX: FTIWX (3.17) vs LBETX (0.91). FTIWX was incepted earlier than LBETX: FTIWX (19 years) vs LBETX (8 years). LBETX (3.03) is less costly to investors than FTIWX (0.52). LBETX is a more actively managed with annual turnover of: 169.00 vs. FTIWX (24.00). FTIWX has a lower initial minimum investment than LBETX: FTIWX (0) vs LBETX (5000). FTIWX annual gain was more profitable for investors over the last year : 5.65 vs. LBETX (2.36). LBETX return over 5 years is better than : 22.00 vs. FTIWX (13.57).
| FTIWX | LBETX | FTIWX / LBETX | |
| Total Expense Ratio | 0.52 | 2.79 | 19% |
| Annual Report Gross Expense Ratio | 0.52 | 3.03 | 17% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 6.321 | 0.443 | 1,427% |
| Front Load | N/A | 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 | 3.17 | 0.91 | 347% |
| Returns for 1 year | 5.65 | 2.36 | 240% |
| Returns for 3 years | 15.58 | 22.65 | 69% |
| Returns for 5 years | 13.57 | 22.00 | 62% |
| Returns for 10 years | 32.18 | N/A | - |
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