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FWATX vs RAMHX
FWATX vs RAMHX Comparison
Open Charts FWATX vs RAMHX
Fidelity Advisor Multi-Asset Income A
Price$13.47
Change-$0.37 (-2.67%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R2E
Price$33.31
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
FWATX vs RAMHX Comparison Chart
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FWATX vs. RAMHX commentary
Apr 04, 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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 235B vs. FWATX (2.8B). FWATX pays higher dividends than RAMHX: FWATX (3.63) vs RAMHX (1.54). FWATX was incepted earlier than RAMHX: FWATX (10 years) vs RAMHX (11 years). FWATX (1.08) and RAMHX (1.04) have similar cost to investors . FWATX is a more actively managed with annual turnover of: 230.00 vs. RAMHX (171.00). FWATX has a lower initial minimum investment than RAMHX: FWATX (0) vs RAMHX (250). FWATX annual gain was more profitable for investors over the last year : 4.05 vs. RAMHX (0.88). FWATX return over 5 years is better than : 64.60 vs. RAMHX (43.40).
| FWATX | RAMHX | FWATX / RAMHX | |
| Total Expense Ratio | 1.08 | 1.04 | 104% |
| Annual Report Gross Expense Ratio | 1.08 | 1.04 | 104% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -1.155 | -2.267 | 51% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 235B | 1% |
| Annual Yield % from dividends | 3.63 | 1.54 | 235% |
| Returns for 1 year | 4.05 | 0.88 | 461% |
| Returns for 3 years | 5.78 | 8.00 | 72% |
| Returns for 5 years | 64.60 | 43.40 | 149% |
| Returns for 10 years | N/A | 43.77 | - |
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