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FWATX vs RLBEX
FWATX vs RLBEX Comparison
Open Charts FWATX vs RLBEX
Fidelity Advisor Multi-Asset Income A
Price$14.53
Change+$0.10 (+0.69%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R4
Price$35.33
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
FWATX vs RLBEX Comparison Chart
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FWATX vs. RLBEX commentary
Jan 31, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. FWATX (2.87B). FWATX pays higher dividends than RLBEX: FWATX (3.78) vs RLBEX (2.24). FWATX was incepted earlier than RLBEX: FWATX (9 years) vs RLBEX (23 years). FWATX (175.00) and RLBEX (171.00) have comparable annual turnover. FWATX has a lower initial minimum investment than RLBEX: FWATX (0) vs RLBEX (250). RLBEX (12.05) and FWATX (11.51) have marching annual gain over last year. FWATX return over 5 years is better than : 48.39 vs. RLBEX (33.82).
| FWATX | RLBEX | FWATX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 2.195 | 3.093 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 241B | 1% |
| Annual Yield % from dividends | 3.78 | 2.24 | 169% |
| Returns for 1 year | 11.51 | 12.05 | 95% |
| Returns for 3 years | 10.74 | 14.68 | 73% |
| Returns for 5 years | 48.39 | 33.82 | 143% |
| Returns for 10 years | N/A | 59.61 | - |
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