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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$13.56
Change+$0.16 (+1.19%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R1
Price$33.37
Change+$0.43 (+1.31%)
VolumeN/A
Net Assets226.9B
FWATX vs RLBAX Comparison Chart
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FWATX vs. RLBAX commentary
Apr 25, 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: 227B 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). RLBAX annual gain was more profitable for investors over the last year : 3.37 vs. FWATX (1.68). FWATX return over 5 years is better than : 43.69 vs. RLBAX (31.54).
| 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 | -5.440 | -1.759 | 309% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 227B | 1% |
| Annual Yield % from dividends | 3.63 | 1.27 | 285% |
| Returns for 1 year | 1.68 | 3.37 | 50% |
| Returns for 3 years | 7.57 | 12.43 | 61% |
| Returns for 5 years | 43.69 | 31.54 | 139% |
| Returns for 10 years | N/A | 41.03 | - |
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