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FWATX vs RLBEX
FWATX vs RLBEX Comparison
Open Charts FWATX vs RLBEX
Fidelity Advisor Multi-Asset Income A
Price$15.44
Change+$0.17 (+1.11%)
VolumeN/A
Net Assets3.25B
American Funds American Balanced R4
Price$39.09
Change+$0.47 (+1.22%)
VolumeN/A
Net Assets262.57B
FWATX vs RLBEX Comparison Chart in %
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FWATX vs. RLBEX commentary
Nov 25, 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. FWATX (3.25B). FWATX pays higher dividends than RLBEX: FWATX (3.51) vs RLBEX (1.71). FWATX was incepted earlier than RLBEX: FWATX (10 years) vs RLBEX (23 years). FWATX (1.09) is less costly to investors than RLBEX (0.59). FWATX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (44.00). FWATX has a lower initial minimum investment than RLBEX: FWATX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 9.30 vs. FWATX (7.58). FWATX return over 5 years is better than : 42.67 vs. RLBEX (38.45).
| FWATX | RLBEX | FWATX / RLBEX | |
| Total Expense Ratio | 1.09 | 0.59 | 185% |
| Annual Report Gross Expense Ratio | 1.09 | 0.59 | 185% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 11.582 | 15.073 | 77% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 263B | 1% |
| Annual Yield % from dividends | 3.51 | 1.71 | 205% |
| Returns for 1 year | 7.58 | 9.30 | 82% |
| Returns for 3 years | 34.76 | 40.26 | 86% |
| Returns for 5 years | 42.67 | 38.45 | 111% |
| Returns for 10 years | 109.48 | 74.68 | 147% |
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