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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$14.84
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R1
Price$36.60
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.22B
FWATX vs RLBAX Comparison Chart in %
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FWATX vs. RLBAX commentary
Jul 11, 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: 252B vs. FWATX (2.87B). FWATX pays higher dividends than RLBAX: FWATX (3.59) vs RLBAX (1.18). 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 : 9.49 vs. RLBAX (6.25). FWATX return over 5 years is better than : 52.04 vs. RLBAX (36.21).
| 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 | 6.689 | 7.887 | 85% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 252B | 1% |
| Annual Yield % from dividends | 3.59 | 1.18 | 305% |
| Returns for 1 year | 9.49 | 6.25 | 152% |
| Returns for 3 years | 33.63 | 33.21 | 101% |
| Returns for 5 years | 52.04 | 36.21 | 144% |
| Returns for 10 years | N/A | 56.95 | - |
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