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FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$13.56
Change+$0.16 (+1.19%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R3
Price$33.48
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
FWATX vs RLBCX Comparison Chart
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FWATX vs. RLBCX commentary
Apr 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 Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 227B 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). RLBCX annual gain was more profitable for investors over the last year : 3.84 vs. FWATX (1.68). FWATX return over 5 years is better than : 43.69 vs. RLBCX (33.97).
| 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 | -5.440 | -1.616 | 337% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 227B | 1% |
| Annual Yield % from dividends | 3.63 | 1.69 | 215% |
| Returns for 1 year | 1.68 | 3.84 | 44% |
| Returns for 3 years | 7.57 | 13.60 | 56% |
| Returns for 5 years | 43.69 | 33.97 | 129% |
| Returns for 10 years | N/A | 44.52 | - |