Interact to see
Advertisement
Advertisement
FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$15.07
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R3
Price$37.34
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
FWATX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FWATX vs. RLBCX commentary
Sep 01, 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: 255B vs. FWATX (2.93B). FWATX pays higher dividends than RLBCX: FWATX (3.18) vs RLBCX (1.53). 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 : 11.25 vs. RLBCX (7.35). FWATX return over 5 years is better than : 46.04 vs. RLBCX (35.08).
| 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 | 9.046 | 9.979 | 91% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 255B | 1% |
| Annual Yield % from dividends | 3.18 | 1.53 | 208% |
| Returns for 1 year | 11.25 | 7.35 | 153% |
| Returns for 3 years | 32.17 | 35.06 | 92% |
| Returns for 5 years | 46.04 | 35.08 | 131% |
| Returns for 10 years | N/A | 73.22 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement