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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$14.23
Change-$0.37 (-2.53%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
FWATX vs RLBAX Comparison Chart
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FWATX vs. RLBAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. FWATX (2.97B). 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 : 13.88 vs. RLBAX (8.86). FWATX return over 5 years is better than : 48.72 vs. RLBAX (25.61).
| 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 | 12.943 | 8.411 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 241B | 1% |
| Annual Yield % from dividends | 3.78 | 1.59 | 238% |
| Returns for 1 year | 13.88 | 8.86 | 157% |
| Returns for 3 years | 10.65 | 7.63 | 140% |
| Returns for 5 years | 48.72 | 25.61 | 190% |
| Returns for 10 years | N/A | 37.76 | - |
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