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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$15.44
Change+$0.17 (+1.11%)
VolumeN/A
Net Assets3.25B
American Funds American Balanced R1
Price$38.75
Change+$0.47 (+1.23%)
VolumeN/A
Net Assets262.57B
FWATX vs RLBAX Comparison Chart in %
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FWATX vs. RLBAX commentary
Nov 25, 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 RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FWATX (3.25B). FWATX pays higher dividends than RLBAX: FWATX (3.51) vs RLBAX (1.08). FWATX was incepted earlier than RLBAX: FWATX (10 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FWATX (1.09). FWATX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). FWATX has a lower initial minimum investment than RLBAX: FWATX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.47 vs. FWATX (7.58). FWATX return over 5 years is better than : 42.67 vs. RLBAX (34.25).
| FWATX | RLBAX | FWATX / RLBAX | |
| Total Expense Ratio | 1.09 | 1.31 | 83% |
| Annual Report Gross Expense Ratio | 1.09 | 1.31 | 83% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 11.582 | 14.331 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 263B | 1% |
| Annual Yield % from dividends | 3.51 | 1.08 | 323% |
| Returns for 1 year | 7.58 | 8.47 | 89% |
| Returns for 3 years | 34.76 | 37.40 | 93% |
| Returns for 5 years | 42.67 | 34.25 | 125% |
| Returns for 10 years | 109.48 | 64.79 | 169% |
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