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FWBTX vs RLBAX
FWBTX vs RLBAX Comparison
Open Charts FWBTX vs RLBAX
Fidelity Advisor Multi-Asset Income C
Price$14.72
Change+$0.09 (+0.62%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$36.16
Change+$0.11 (+0.31%)
VolumeN/A
CapitalizationN/A
FWBTX vs RLBAX Comparison Chart
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FWBTX vs. RLBAX commentary
Nov 23, 2024
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 StrongSell and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. FWBTX (2.82B). FWBTX pays higher dividends than RLBAX: FWBTX (3.08) vs RLBAX (1.59). FWBTX was incepted earlier than RLBAX: FWBTX (9 years) vs RLBAX (23 years). FWBTX (175.00) and RLBAX (171.00) have comparable annual turnover. FWBTX has a lower initial minimum investment than RLBAX: FWBTX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 20.27 vs. FWBTX (18.23). FWBTX return over 5 years is better than : 48.64 vs. RLBAX (32.68).
| FWBTX | RLBAX | FWBTX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 12.965 | 14.500 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 238B | 1% |
| Annual Yield % from dividends | 3.08 | 1.59 | 193% |
| Returns for 1 year | 18.23 | 20.27 | 90% |
| Returns for 3 years | 8.02 | 10.51 | 76% |
| Returns for 5 years | 48.64 | 32.68 | 149% |
| Returns for 10 years | N/A | 45.27 | - |