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FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$14.83
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R3
Price$36.62
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
FWATX vs RLBCX Comparison Chart in %
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FWATX vs. RLBCX commentary
Jul 19, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. FWATX (2.87B). FWATX pays higher dividends than RLBCX: FWATX (3.59) vs RLBCX (1.57). FWATX was incepted earlier than RLBCX: FWATX (10 years) vs RLBCX (23 years). FWATX (1.09) is less costly to investors than RLBCX (0.89). FWATX is a more actively managed with annual turnover of: 230.00 vs. RLBCX (44.00). FWATX has a lower initial minimum investment than RLBCX: FWATX (0) vs RLBCX (250). FWATX annual gain was more profitable for investors over the last year : 9.78 vs. RLBCX (6.69). FWATX return over 5 years is better than : 51.20 vs. RLBCX (37.12).
| FWATX | RLBCX | FWATX / RLBCX | |
| Total Expense Ratio | 1.09 | 0.89 | 122% |
| Annual Report Gross Expense Ratio | 1.09 | 0.89 | 122% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 7.194 | 7.946 | 91% |
| 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 | 1.57 | 229% |
| Returns for 1 year | 9.78 | 6.69 | 146% |
| Returns for 3 years | 33.51 | 34.94 | 96% |
| Returns for 5 years | 51.20 | 37.12 | 138% |
| Returns for 10 years | N/A | 59.39 | - |
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