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FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$13.47
Change-$0.37 (-2.67%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
FWATX vs RLBCX Comparison Chart
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FWATX vs. RLBCX commentary
Apr 04, 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. FWATX (2.8B). FWATX pays higher dividends than RLBCX: FWATX (3.63) vs RLBCX (1.69). FWATX was incepted earlier than RLBCX: FWATX (10 years) vs RLBCX (23 years). FWATX (1.08) is less costly to investors than RLBCX (0.89). FWATX is a more actively managed with annual turnover of: 230.00 vs. RLBCX (171.00). 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 : 4.05 vs. RLBCX (1.03). FWATX return over 5 years is better than : 64.60 vs. RLBCX (44.21).
| FWATX | RLBCX | FWATX / RLBCX | |
| Total Expense Ratio | 1.08 | 0.89 | 121% |
| Annual Report Gross Expense Ratio | 1.08 | 0.89 | 121% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -1.155 | -2.233 | 52% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 235B | 1% |
| Annual Yield % from dividends | 3.63 | 1.69 | 215% |
| Returns for 1 year | 4.05 | 1.03 | 394% |
| Returns for 3 years | 5.78 | 8.35 | 69% |
| Returns for 5 years | 64.60 | 44.21 | 146% |
| Returns for 10 years | N/A | 45.29 | - |
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