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FWBTX vs RLBAX
FWBTX vs RLBAX Comparison
Open Charts FWBTX vs RLBAX
Fidelity Advisor Multi-Asset Income C
Price$15.09
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R1
Price$37.17
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets255.92B
FWBTX vs RLBAX Comparison Chart in %
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FWBTX vs. RLBAX commentary
Aug 14, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. FWBTX (2.93B). FWBTX pays higher dividends than RLBAX: FWBTX (2.84) vs RLBAX (1.17). 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 : 11.71 vs. RLBAX (8.71). FWBTX return over 5 years is better than : 42.28 vs. RLBAX (34.17).
| 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 | 8.586 | 9.567 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.93B | 256B | 1% |
| Annual Yield % from dividends | 2.84 | 1.17 | 243% |
| Returns for 1 year | 11.71 | 8.71 | 134% |
| Returns for 3 years | 24.77 | 27.69 | 89% |
| Returns for 5 years | 42.28 | 34.17 | 124% |
| Returns for 10 years | N/A | 59.78 | - |
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