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FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$15.44
Change+$0.17 (+1.11%)
VolumeN/A
Net Assets3.25B
American Funds American Balanced R3
Price$38.89
Change+$0.47 (+1.22%)
VolumeN/A
Net Assets262.57B
FWATX vs RLBCX Comparison Chart in %
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FWATX vs. RLBCX commentary
Nov 25, 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: 263B vs. FWATX (3.25B). FWATX pays higher dividends than RLBCX: FWATX (3.51) vs RLBCX (1.46). 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). RLBCX annual gain was more profitable for investors over the last year : 8.94 vs. FWATX (7.58). FWATX return over 5 years is better than : 42.67 vs. RLBCX (36.69).
| 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 | 11.582 | 14.777 | 78% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 263B | 1% |
| Annual Yield % from dividends | 3.51 | 1.46 | 239% |
| Returns for 1 year | 7.58 | 8.94 | 85% |
| Returns for 3 years | 34.76 | 39.06 | 89% |
| Returns for 5 years | 42.67 | 36.69 | 116% |
| Returns for 10 years | 109.48 | 69.21 | 158% |
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