FWATX
Price
$16.57
Change
-$0.06 (-0.36%)
Updated
Jun 2 closing price
Net Assets
3.69B
RLBEX
Price
$41.02
Change
+$0.10 (+0.24%)
Updated
Jun 2 closing price
Net Assets
278.87B
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FWATX vs RLBEX

Header iconFWATX vs RLBEX Comparison
Open Charts FWATX vs RLBEXBanner chart's image
FWATX vs RLBEX Comparison Chart in %
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FWATX vs. RLBEX commentary
Jun 04, 2026

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 Hold.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 279B vs. FWATX (3.69B). FWATX pays higher dividends than RLBEX: FWATX (3.19) vs RLBEX (1.77). FWATX was incepted earlier than RLBEX: FWATX (11 years) vs RLBEX (24 years). FWATX (1.12) is less costly to investors than RLBEX (0.60). FWATX is a more actively managed with annual turnover of: 225.00 vs. RLBEX (50.00). 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 : 21.84 vs. RLBEX (17.71). FWATX (35.76) and RLBEX (35.34) have equivalent 5 years return.
FWATXRLBEXFWATX / RLBEX
Total Expense Ratio1.110.60185%
Annual Report Gross Expense Ratio1.120.60187%
Fund Existence11 years24 years-
Gain YTD8.7199.69190%
Front Load4%N/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets3.69B279B1%
Annual Yield % from dividends3.191.77181%
Returns for 1 year21.8417.71123%
Returns for 3 years43.6845.4896%
Returns for 5 years35.7635.34101%
Returns for 10 years124.2388.34141%
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