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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$13.47
Change-$0.37 (-2.67%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
FWATX vs RLBAX Comparison Chart
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FWATX vs. RLBAX 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 RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. FWATX (2.8B). FWATX pays higher dividends than RLBAX: FWATX (3.63) vs RLBAX (1.27). FWATX was incepted earlier than RLBAX: FWATX (10 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than FWATX (1.08). FWATX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (171.00). 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 : 4.05 vs. RLBAX (0.57). FWATX return over 5 years is better than : 64.60 vs. RLBAX (41.60).
| FWATX | RLBAX | FWATX / RLBAX | |
| Total Expense Ratio | 1.08 | 1.33 | 81% |
| Annual Report Gross Expense Ratio | 1.08 | 1.33 | 81% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -1.155 | -2.348 | 49% |
| 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 | 1.27 | 285% |
| Returns for 1 year | 4.05 | 0.57 | 713% |
| Returns for 3 years | 5.78 | 7.24 | 80% |
| Returns for 5 years | 64.60 | 41.60 | 155% |
| Returns for 10 years | N/A | 41.83 | - |
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