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FWBTX vs RLBAX
FWBTX vs RLBAX Comparison
Open Charts FWBTX vs RLBAX
Fidelity Advisor Multi-Asset Income C
Price$14.13
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets2.78B
American Funds American Balanced R1
Price$35.38
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
FWBTX vs RLBAX Comparison Chart
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FWBTX vs. RLBAX commentary
Jun 06, 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: 244B vs. FWBTX (2.78B). FWBTX pays higher dividends than RLBAX: FWBTX (2.93) vs RLBAX (1.23). 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). RLBAX annual gain was more profitable for investors over the last year : 6.12 vs. FWBTX (4.74). FWBTX return over 5 years is better than : 40.55 vs. RLBAX (30.42).
| 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 | 2.132 | 4.247 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 244B | 1% |
| Annual Yield % from dividends | 2.93 | 1.23 | 238% |
| Returns for 1 year | 4.74 | 6.12 | 77% |
| Returns for 3 years | 18.68 | 20.80 | 90% |
| Returns for 5 years | 40.55 | 30.42 | 133% |
| Returns for 10 years | N/A | 52.56 | - |
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