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FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$14.32
Change-$0.15 (-1.04%)
VolumeN/A
Net Assets2.97B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
FWATX vs RLBCX Comparison Chart
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FWATX vs. RLBCX commentary
Feb 23, 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: 242B vs. FWATX (2.97B). 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 : 10.80 vs. RLBCX (8.85). FWATX return over 5 years is better than : 44.19 vs. RLBCX (28.37).
| 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 | 1.621 | 2.844 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 242B | 1% |
| Annual Yield % from dividends | 3.78 | 1.98 | 192% |
| Returns for 1 year | 10.80 | 8.85 | 122% |
| Returns for 3 years | 13.39 | 16.79 | 80% |
| Returns for 5 years | 44.19 | 28.37 | 156% |
| Returns for 10 years | N/A | 50.06 | - |
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