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FWATX vs RLBEX
FWATX vs RLBEX Comparison
Open Charts FWATX vs RLBEX
Fidelity Advisor Multi-Asset Income A
Price$13.47
Change-$0.37 (-2.67%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
FWATX vs RLBEX Comparison Chart
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FWATX vs. RLBEX commentary
Apr 04, 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: 235B vs. FWATX (2.8B). FWATX pays higher dividends than RLBEX: FWATX (3.63) vs RLBEX (1.97). FWATX was incepted earlier than RLBEX: FWATX (10 years) vs RLBEX (23 years). FWATX (1.08) is less costly to investors than RLBEX (0.60). FWATX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (171.00). 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 : 4.05 vs. RLBEX (1.35). FWATX return over 5 years is better than : 64.60 vs. RLBEX (46.09).
| FWATX | RLBEX | FWATX / RLBEX | |
| Total Expense Ratio | 1.08 | 0.60 | 180% |
| Annual Report Gross Expense Ratio | 1.08 | 0.60 | 180% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -1.155 | -2.180 | 53% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 235B | 1% |
| Annual Yield % from dividends | 3.63 | 1.97 | 184% |
| Returns for 1 year | 4.05 | 1.35 | 300% |
| Returns for 3 years | 5.78 | 9.13 | 63% |
| Returns for 5 years | 64.60 | 46.09 | 140% |
| Returns for 10 years | N/A | 49.74 | - |