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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R1
Price$36.66
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
FWATX vs RLBAX Comparison Chart in %
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FWATX vs. RLBAX commentary
Aug 08, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 253B vs. FWATX (2.93B). FWATX pays higher dividends than RLBAX: FWATX (3.55) vs RLBAX (1.17). 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). FWATX annual gain was more profitable for investors over the last year : 14.14 vs. RLBAX (10.54). FWATX return over 5 years is better than : 47.40 vs. RLBAX (32.33).
| 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 | 8.540 | 8.064 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 253B | 1% |
| Annual Yield % from dividends | 3.55 | 1.17 | 304% |
| Returns for 1 year | 14.14 | 10.54 | 134% |
| Returns for 3 years | 28.64 | 28.37 | 101% |
| Returns for 5 years | 47.40 | 32.33 | 147% |
| Returns for 10 years | N/A | 56.64 | - |
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