FWBTX
Price
$13.53
Change
+$0.15 (+1.12%)
Updated
Apr 24 closing price
Net Assets
2.8B
RLBAX
Price
$33.37
Change
+$0.43 (+1.31%)
Updated
Apr 24 closing price
Net Assets
226.9B
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FWBTX vs RLBAX

Header iconFWBTX vs RLBAX Comparison
Open Charts FWBTX vs RLBAXBanner chart's image
Fidelity Advisor Multi-Asset Income C
Price$13.53
Change+$0.15 (+1.12%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R1
Price$33.37
Change+$0.43 (+1.31%)
VolumeN/A
Net Assets226.9B
FWBTX vs RLBAX Comparison Chart
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FWBTX vs. RLBAX commentary
Apr 25, 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.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 227B 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 : 3.37 vs. FWBTX (0.99). FWBTX return over 5 years is better than : 38.37 vs. RLBAX (31.54).
FWBTXRLBAXFWBTX / RLBAX
Total Expense Ratio1.831.33138%
Annual Report Gross Expense Ratio1.831.33138%
Fund Existence10 years23 years-
Gain YTD-5.561-1.759316%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets2.8B227B1%
Annual Yield % from dividends2.861.27225%
Returns for 1 year0.993.3729%
Returns for 3 years5.2312.4342%
Returns for 5 years38.3731.54122%
Returns for 10 yearsN/A41.03-
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