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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$14.32
Change-$0.15 (-1.04%)
VolumeN/A
Net Assets2.97B
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FWATX vs RLBAX Comparison Chart
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FWATX vs. RLBAX commentary
Feb 23, 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: 242B 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 : 10.80 vs. RLBAX (8.36). FWATX return over 5 years is better than : 44.19 vs. RLBAX (26.04).
| 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 | 1.621 | 2.764 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 242B | 1% |
| Annual Yield % from dividends | 3.78 | 1.59 | 238% |
| Returns for 1 year | 10.80 | 8.36 | 129% |
| Returns for 3 years | 13.39 | 15.63 | 86% |
| Returns for 5 years | 44.19 | 26.04 | 170% |
| Returns for 10 years | N/A | 46.53 | - |