Ad is loading...
FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$14.26
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.82
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FWATX vs RLBAX Comparison Chart
Loading...
FWATX vs. RLBAX commentary
Sep 21, 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 StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. FWATX (2.73B). FWATX pays higher dividends than RLBAX: FWATX (3.78) vs RLBAX (1.59). FWATX was incepted earlier than RLBAX: FWATX (9 years) vs RLBAX (22 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). RLBAX annual gain was more profitable for investors over the last year : 20.05 vs. FWATX (14.34). FWATX return over 5 years is better than : 50.41 vs. RLBAX (33.47).
| FWATX | RLBAX | FWATX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 8.710 | 12.125 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 236B | 1% |
| Annual Yield % from dividends | 3.78 | 1.59 | 238% |
| Returns for 1 year | 14.34 | 20.05 | 72% |
| Returns for 3 years | 8.30 | 10.53 | 79% |
| Returns for 5 years | 50.41 | 33.47 | 151% |
| Returns for 10 years | N/A | 44.81 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RVPIX | 7.59 | 0.03 | +0.40% |
| Royce Smaller-Companies Growth Instl | |||
| EQNUX | 22.09 | -0.03 | -0.14% |
| MFS Equity Income R4 | |||
| AFGIX | 30.65 | -0.08 | -0.26% |
| Alger Global Equity I | |||
| GMLPX | 37.10 | -0.10 | -0.27% |
| Goldman Sachs MLP Energy Infras Instl | |||
| TEQSX | 11.09 | -0.05 | -0.45% |
| Nuveen Emerging Markets Eq Idx Retire | |||