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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
Jul 26, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 288B vs. FWATX (3.56B). FWATX pays higher dividends than RLBAX: FWATX (3.44) vs RLBAX (1.11). 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 (9.72) and RLBAX (9.52) have marching annual gain over last year. FWATX return over 5 years is better than : 30.26 vs. RLBAX (27.62).
| 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 | 3.800 | 7.341 | 52% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.56B | 288B | 1% |
| Annual Yield % from dividends | 3.44 | 1.11 | 310% |
| Returns for 1 year | 9.72 | 9.52 | 102% |
| Returns for 3 years | 33.64 | 34.60 | 97% |
| Returns for 5 years | 30.26 | 27.62 | 110% |
| Returns for 10 years | 108.30 | 71.38 | 152% |