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FWATX vs RAMHX
FWATX vs RAMHX Comparison
Open Charts FWATX vs RAMHX
Fidelity Advisor Multi-Asset Income A
Price$14.16
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets2.78B
American Funds American Balanced R2E
Price$35.54
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
FWATX vs RAMHX Comparison Chart
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FWATX vs. RAMHX commentary
Jun 06, 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 FWATX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 244B vs. FWATX (2.78B). FWATX pays higher dividends than RAMHX: FWATX (3.68) vs RAMHX (1.49). FWATX was incepted earlier than RAMHX: FWATX (10 years) vs RAMHX (11 years). FWATX (1.09) and RAMHX (1.04) have similar cost to investors . FWATX is a more actively managed with annual turnover of: 230.00 vs. RAMHX (44.00). FWATX has a lower initial minimum investment than RAMHX: FWATX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 6.45 vs. FWATX (5.45). FWATX return over 5 years is better than : 45.95 vs. RAMHX (32.06).
| FWATX | RAMHX | FWATX / RAMHX | |
| Total Expense Ratio | 1.09 | 1.04 | 105% |
| Annual Report Gross Expense Ratio | 1.09 | 1.04 | 105% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 2.378 | 4.393 | 54% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 244B | 1% |
| Annual Yield % from dividends | 3.68 | 1.49 | 247% |
| Returns for 1 year | 5.45 | 6.45 | 85% |
| Returns for 3 years | 21.37 | 21.69 | 99% |
| Returns for 5 years | 45.95 | 32.06 | 143% |
| Returns for 10 years | N/A | 54.56 | - |