Ad is loading...
FWBTX vs RAMHX
FWBTX vs RAMHX Comparison
Open Charts FWBTX vs RAMHX
Fidelity Advisor Multi-Asset Income C
Price$13.53
Change+$0.15 (+1.12%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R2E
Price$33.51
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
FWBTX vs RAMHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWBTX vs. RAMHX commentary
Apr 25, 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 FWBTX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 227B vs. FWBTX (2.8B). FWBTX pays higher dividends than RAMHX: FWBTX (2.86) vs RAMHX (1.54). FWBTX was incepted earlier than RAMHX: FWBTX (10 years) vs RAMHX (11 years). FWBTX (1.83) is less costly to investors than RAMHX (1.04). FWBTX is a more actively managed with annual turnover of: 230.00 vs. RAMHX (171.00). FWBTX has a lower initial minimum investment than RAMHX: FWBTX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 3.68 vs. FWBTX (0.99). FWBTX return over 5 years is better than : 38.37 vs. RAMHX (33.13).
| FWBTX | RAMHX | FWBTX / RAMHX | |
| Total Expense Ratio | 1.83 | 1.04 | 176% |
| Annual Report Gross Expense Ratio | 1.83 | 1.04 | 176% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | -5.561 | -1.680 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 227B | 1% |
| Annual Yield % from dividends | 2.86 | 1.54 | 185% |
| Returns for 1 year | 0.99 | 3.68 | 27% |
| Returns for 3 years | 5.23 | 13.20 | 40% |
| Returns for 5 years | 38.37 | 33.13 | 116% |
| Returns for 10 years | N/A | 42.97 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers