Ad is loading...
FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$14.56
Change+$0.11 (+0.76%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
FWATX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWATX vs. RLBCX commentary
Jan 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: 240B vs. FWATX (2.87B). FWATX pays higher dividends than RLBCX: FWATX (3.78) vs RLBCX (1.98). FWATX was incepted earlier than RLBCX: FWATX (9 years) vs RLBCX (23 years). FWATX (175.00) and RLBCX (171.00) have comparable annual turnover. 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 : 14.01 vs. RLBCX (11.92). FWATX return over 5 years is better than : 46.50 vs. RLBCX (28.12).
| FWATX | RLBCX | FWATX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.116 | 1.935 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 240B | 1% |
| Annual Yield % from dividends | 3.78 | 1.98 | 192% |
| Returns for 1 year | 14.01 | 11.92 | 118% |
| Returns for 3 years | 10.31 | 11.58 | 89% |
| Returns for 5 years | 46.50 | 28.12 | 165% |
| Returns for 10 years | N/A | 53.41 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...