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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
FWATX vs RLBAX Comparison Chart in %
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FWATX vs. RLBAX commentary
Jun 24, 2026
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: 288B vs. FWATX (3.69B). FWATX pays higher dividends than RLBAX: FWATX (3.19) vs RLBAX (1.14). FWATX was incepted earlier than RLBAX: FWATX (11 years) vs RLBAX (24 years). RLBAX (1.32) is less costly to investors than FWATX (1.12). FWATX is a more actively managed with annual turnover of: 225.00 vs. RLBAX (50.00). 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 : 18.33 vs. RLBAX (15.80). FWATX return over 5 years is better than : 34.36 vs. RLBAX (31.83).
| FWATX | RLBAX | FWATX / RLBAX | |
| Total Expense Ratio | 1.11 | 1.32 | 84% |
| Annual Report Gross Expense Ratio | 1.12 | 1.32 | 85% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 7.084 | 8.988 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 288B | 1% |
| Annual Yield % from dividends | 3.19 | 1.14 | 280% |
| Returns for 1 year | 18.33 | 15.80 | 116% |
| Returns for 3 years | 40.97 | 41.07 | 100% |
| Returns for 5 years | 34.36 | 31.83 | 108% |
| Returns for 10 years | 124.82 | 80.24 | 156% |
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