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FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$15.88
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets3.15B
American Funds American Balanced R3
Price$38.85
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
FWATX vs RLBCX Comparison Chart in %
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FWATX vs. RLBCX commentary
Oct 09, 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: 266B vs. FWATX (3.15B). FWATX pays higher dividends than RLBCX: FWATX (3.51) vs RLBCX (1.49). 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 : 14.61 vs. RLBCX (9.58). FWATX return over 5 years is better than : 53.33 vs. RLBCX (40.65).
| 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 | 15.215 | 14.659 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 266B | 1% |
| Annual Yield % from dividends | 3.51 | 1.49 | 236% |
| Returns for 1 year | 14.61 | 9.58 | 152% |
| Returns for 3 years | 45.70 | 50.48 | 91% |
| Returns for 5 years | 53.33 | 40.65 | 131% |
| Returns for 10 years | 117.27 | 74.05 | 158% |
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