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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$14.56
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
FWATX vs RLBAX Comparison Chart
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FWATX vs. RLBAX commentary
Jan 19, 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: 240B vs. FWATX (2.87B). FWATX pays higher dividends than RLBAX: FWATX (3.78) vs RLBAX (1.59). FWATX was incepted earlier than RLBAX: FWATX (9 years) vs RLBAX (23 years). FWATX (175.00) and RLBAX (171.00) have comparable annual turnover. FWATX has a lower initial minimum investment than RLBAX: FWATX (0) vs RLBAX (250). FWATX annual gain was more profitable for investors over the last year : 14.01 vs. RLBAX (11.41). FWATX return over 5 years is better than : 46.50 vs. RLBAX (25.82).
| FWATX | RLBAX | FWATX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.116 | 1.911 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 240B | 1% |
| Annual Yield % from dividends | 3.78 | 1.59 | 238% |
| Returns for 1 year | 14.01 | 11.41 | 123% |
| Returns for 3 years | 10.31 | 10.53 | 98% |
| Returns for 5 years | 46.50 | 25.82 | 180% |
| Returns for 10 years | N/A | 49.89 | - |
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