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FTIWX vs RBBAX
FTIWX vs RBBAX Comparison
Open Charts FTIWX vs RBBAX
Fidelity Advisor Asset Manager 20% I
Price$13.69
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.37B
Columbia Income Builder A
Price$11.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets835.88M
FTIWX vs RBBAX Comparison Chart
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FTIWX vs. RBBAX commentary
May 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 RBBAX is a Hold.
FUNDAMENTALS
Fundamentals
FTIWX has more cash in the bank: 5.37B vs. RBBAX (836M). RBBAX pays higher dividends than FTIWX: RBBAX (3.81) vs FTIWX (3.25). FTIWX was incepted earlier than RBBAX: FTIWX (19 years) vs RBBAX (19 years). RBBAX (0.97) is less costly to investors than FTIWX (0.52). FTIWX is a more actively managed with annual turnover of: 24.00 vs. RBBAX (18.00). FTIWX has a lower initial minimum investment than RBBAX: FTIWX (0) vs RBBAX (2000). RBBAX IRA initial investment is lower compared to FTIWX: RBBAX (1000) vs FTIWX (500). RBBAX annual gain was more profitable for investors over the last year : 7.66 vs. FTIWX (5.52). RBBAX return over 5 years is better than : 18.67 vs. FTIWX (14.49).
| FTIWX | RBBAX | FTIWX / RBBAX | |
| Total Expense Ratio | 0.52 | 0.97 | 54% |
| Annual Report Gross Expense Ratio | 0.52 | 0.97 | 54% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 1.819 | 2.311 | 79% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | 500 | 1000 | 50% |
| Net Assets | 5.37B | 836M | 642% |
| Annual Yield % from dividends | 3.25 | 3.81 | 85% |
| Returns for 1 year | 5.52 | 7.66 | 72% |
| Returns for 3 years | 10.88 | 10.80 | 101% |
| Returns for 5 years | 14.49 | 18.67 | 78% |
| Returns for 10 years | 23.90 | 32.96 | 73% |
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