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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$14.16
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets2.78B
American Funds American Balanced R1
Price$35.38
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
FWATX vs RLBAX Comparison Chart
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FWATX vs. RLBAX 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. FWATX (2.78B). FWATX pays higher dividends than RLBAX: FWATX (3.68) vs RLBAX (1.23). FWATX was incepted earlier than RLBAX: FWATX (10 years) vs RLBAX (23 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 : 6.12 vs. FWATX (5.45). FWATX return over 5 years is better than : 45.95 vs. RLBAX (30.42).
| 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 | 23 years | - |
| Gain YTD | 2.378 | 4.247 | 56% |
| 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 | 1.23 | 299% |
| Returns for 1 year | 5.45 | 6.12 | 89% |
| Returns for 3 years | 21.37 | 20.80 | 103% |
| Returns for 5 years | 45.95 | 30.42 | 151% |
| Returns for 10 years | N/A | 52.56 | - |
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