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FWBTX vs RLBAX
FWBTX vs RLBAX Comparison
Open Charts FWBTX vs RLBAX
Fidelity Advisor Multi-Asset Income C
Price$13.82
Change+$0.05 (+0.36%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R1
Price$34.04
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets233.54B
FWBTX vs RLBAX Comparison Chart
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FWBTX vs. RLBAX commentary
Apr 03, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. FWBTX (2.8B). FWBTX pays higher dividends than RLBAX: FWBTX (2.86) vs RLBAX (1.27). FWBTX was incepted earlier than RLBAX: FWBTX (10 years) vs RLBAX (23 years). FWBTX (1.83) is less costly to investors than RLBAX (1.33). FWBTX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (171.00). 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 : 3.49 vs. FWBTX (3.27). FWBTX return over 5 years is better than : 57.95 vs. RLBAX (45.32).
| FWBTX | RLBAX | FWBTX / RLBAX | |
| Total Expense Ratio | 1.83 | 1.33 | 138% |
| Annual Report Gross Expense Ratio | 1.83 | 1.33 | 138% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -1.632 | 0.213 | -765% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 234B | 1% |
| Annual Yield % from dividends | 2.86 | 1.27 | 225% |
| Returns for 1 year | 3.27 | 3.49 | 94% |
| Returns for 3 years | 3.59 | 10.40 | 35% |
| Returns for 5 years | 57.95 | 45.32 | 128% |
| Returns for 10 years | N/A | 46.20 | - |
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