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FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$14.26
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$35.91
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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FWATX vs RLBCX Comparison Chart
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FWATX vs. RLBCX commentary
Sep 21, 2024
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 StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. FWATX (2.73B). FWATX pays higher dividends than RLBCX: FWATX (3.78) vs RLBCX (1.98). FWATX was incepted earlier than RLBCX: FWATX (9 years) vs RLBCX (22 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). RLBCX annual gain was more profitable for investors over the last year : 20.61 vs. FWATX (14.34). FWATX return over 5 years is better than : 50.41 vs. RLBCX (35.84).
| FWATX | RLBCX | FWATX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 8.710 | 12.512 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 236B | 1% |
| Annual Yield % from dividends | 3.78 | 1.98 | 192% |
| Returns for 1 year | 14.34 | 20.61 | 70% |
| Returns for 3 years | 8.30 | 11.61 | 72% |
| Returns for 5 years | 50.41 | 35.84 | 141% |
| Returns for 10 years | N/A | 48.28 | - |
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