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FWATX vs RLBEX
FWATX vs RLBEX Comparison
Open Charts FWATX vs RLBEX
Fidelity Advisor Multi-Asset Income A
Price$14.16
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets2.78B
American Funds American Balanced R4
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
FWATX vs RLBEX Comparison Chart
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FWATX vs. RLBEX commentary
Jun 06, 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: 244B vs. FWATX (2.78B). FWATX pays higher dividends than RLBEX: FWATX (3.68) vs RLBEX (1.90). 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 : 6.95 vs. FWATX (5.45). FWATX return over 5 years is better than : 45.95 vs. RLBEX (34.57).
| 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 | 2.378 | 4.581 | 52% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 244B | 1% |
| Annual Yield % from dividends | 3.68 | 1.90 | 194% |
| Returns for 1 year | 5.45 | 6.95 | 78% |
| Returns for 3 years | 21.37 | 22.98 | 93% |
| Returns for 5 years | 45.95 | 34.57 | 133% |
| Returns for 10 years | N/A | 61.12 | - |
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