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FWBTX vs RLBAX
FWBTX vs RLBAX Comparison
Open Charts FWBTX vs RLBAX
Fidelity Advisor Multi-Asset Income C
Price$15.12
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets3.01B
American Funds American Balanced R1
Price$37.59
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
FWBTX vs RLBAX Comparison Chart in %
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FWBTX vs. RLBAX commentary
Sep 08, 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: 259B vs. FWBTX (3.01B). FWBTX pays higher dividends than RLBAX: FWBTX (2.79) vs RLBAX (1.15). 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 : 11.99 vs. RLBAX (9.12). FWBTX return over 5 years is better than : 43.59 vs. RLBAX (35.40).
| 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 | 9.806 | 10.805 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.01B | 259B | 1% |
| Annual Yield % from dividends | 2.79 | 1.15 | 242% |
| Returns for 1 year | 11.99 | 9.12 | 131% |
| Returns for 3 years | 31.66 | 37.15 | 85% |
| Returns for 5 years | 43.59 | 35.40 | 123% |
| Returns for 10 years | N/A | 67.71 | - |
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