FWATX
Price
$16.57
Change
-$0.06 (-0.36%)
Updated
Jun 2 closing price
Net Assets
3.69B
RLBCX
Price
$40.79
Change
+$0.10 (+0.25%)
Updated
Jun 2 closing price
Net Assets
278.87B
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FWATX vs RLBCX

Header iconFWATX vs RLBCX Comparison
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FWATX vs RLBCX Comparison Chart in %
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FWATX vs. RLBCX commentary
Jun 04, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 279B vs. FWATX (3.69B). FWATX pays higher dividends than RLBCX: FWATX (3.19) vs RLBCX (1.52). FWATX was incepted earlier than RLBCX: FWATX (11 years) vs RLBCX (24 years). FWATX (1.12) is less costly to investors than RLBCX (0.89). FWATX is a more actively managed with annual turnover of: 225.00 vs. RLBCX (50.00). 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 : 21.84 vs. RLBCX (17.31). FWATX return over 5 years is better than : 35.76 vs. RLBCX (33.59).
FWATXRLBCXFWATX / RLBCX
Total Expense Ratio1.110.89125%
Annual Report Gross Expense Ratio1.120.89126%
Fund Existence11 years24 years-
Gain YTD8.7199.55091%
Front Load4%N/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B279B1%
Annual Yield % from dividends3.191.52210%
Returns for 1 year21.8417.31126%
Returns for 3 years43.6844.1199%
Returns for 5 years35.7633.59106%
Returns for 10 years124.2382.12151%
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