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FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$14.21
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets2.78B
American Funds American Balanced R3
Price$35.42
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets241.95B
FWATX vs RLBCX Comparison Chart
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FWATX vs. RLBCX commentary
Jun 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. FWATX (2.78B). FWATX pays higher dividends than RLBCX: FWATX (3.68) vs RLBCX (1.63). 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 : 7.40 vs. FWATX (5.39). FWATX return over 5 years is better than : 46.84 vs. RLBCX (34.29).
| 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 | 1.586 | 4.084 | 39% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 242B | 1% |
| Annual Yield % from dividends | 3.68 | 1.63 | 225% |
| Returns for 1 year | 5.39 | 7.40 | 73% |
| Returns for 3 years | 20.07 | 21.57 | 93% |
| Returns for 5 years | 46.84 | 34.29 | 137% |
| Returns for 10 years | N/A | 55.18 | - |
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