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FWATX vs RLBEX
FWATX vs RLBEX Comparison
Open Charts FWATX vs RLBEX
Fidelity Advisor Multi-Asset Income A
Price$14.84
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R4
Price$36.89
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets252.22B
FWATX vs RLBEX Comparison Chart in %
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FWATX vs. RLBEX commentary
Jul 11, 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: 252B vs. FWATX (2.87B). FWATX pays higher dividends than RLBEX: FWATX (3.59) vs RLBEX (1.83). 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 : 9.49 vs. RLBEX (7.05). FWATX return over 5 years is better than : 52.04 vs. RLBEX (40.53).
| 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 | 6.689 | 8.298 | 81% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 252B | 1% |
| Annual Yield % from dividends | 3.59 | 1.83 | 196% |
| Returns for 1 year | 9.49 | 7.05 | 135% |
| Returns for 3 years | 33.63 | 35.82 | 94% |
| Returns for 5 years | 52.04 | 40.53 | 128% |
| Returns for 10 years | N/A | 66.05 | - |
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