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FWBTX vs RLBAX
FWBTX vs RLBAX Comparison
Open Charts FWBTX vs RLBAX
Fidelity Advisor Multi-Asset Income C
Price$14.71
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets2.87B
American Funds American Balanced R1
Price$36.37
Change-$0.15 (-0.41%)
VolumeN/A
Net Assets252.32B
FWBTX vs RLBAX Comparison Chart in %
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FWBTX vs. RLBAX commentary
Jul 17, 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 RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. FWBTX (2.87B). FWBTX pays higher dividends than RLBAX: FWBTX (2.87) vs RLBAX (1.18). FWBTX was incepted earlier than RLBAX: FWBTX (10 years) vs RLBAX (23 years). FWBTX (1.84) is less costly to investors than RLBAX (1.31). FWBTX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). FWBTX has a lower initial minimum investment than RLBAX: FWBTX (0) vs RLBAX (250). FWBTX annual gain was more profitable for investors over the last year : 8.29 vs. RLBAX (5.16). FWBTX return over 5 years is better than : 45.59 vs. RLBAX (34.25).
| FWBTX | RLBAX | FWBTX / RLBAX | |
| Total Expense Ratio | 1.84 | 1.31 | 140% |
| Annual Report Gross Expense Ratio | 1.84 | 1.31 | 140% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 6.589 | 7.209 | 91% |
| Front Load | N/A | 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 | 2.87 | 1.18 | 243% |
| Returns for 1 year | 8.29 | 5.16 | 161% |
| Returns for 3 years | 30.42 | 32.33 | 94% |
| Returns for 5 years | 45.59 | 34.25 | 133% |
| Returns for 10 years | N/A | 54.65 | - |
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