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FWATX vs RLBEX
FWATX vs RLBEX Comparison
Open Charts FWATX vs RLBEX
Fidelity Advisor Multi-Asset Income A
Price$15.88
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets3.15B
American Funds American Balanced R4
Price$39.03
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
FWATX vs RLBEX Comparison Chart in %
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FWATX vs. RLBEX commentary
Oct 09, 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: 266B vs. FWATX (3.15B). FWATX pays higher dividends than RLBEX: FWATX (3.51) vs RLBEX (1.74). 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). FWATX annual gain was more profitable for investors over the last year : 14.61 vs. RLBEX (9.91). FWATX return over 5 years is better than : 53.33 vs. RLBEX (42.47).
| 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 | 15.215 | 14.896 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 266B | 1% |
| Annual Yield % from dividends | 3.51 | 1.74 | 202% |
| Returns for 1 year | 14.61 | 9.91 | 147% |
| Returns for 3 years | 45.70 | 51.76 | 88% |
| Returns for 5 years | 53.33 | 42.47 | 126% |
| Returns for 10 years | 117.27 | 79.56 | 147% |
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