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FWBTX vs RLBCX
FWBTX vs RLBCX Comparison
Open Charts FWBTX vs RLBCX
Fidelity Advisor Multi-Asset Income C
Price$14.13
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets2.78B
American Funds American Balanced R3
Price$35.51
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
FWBTX vs RLBCX Comparison Chart
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FWBTX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 244B vs. FWBTX (2.78B). FWBTX pays higher dividends than RLBCX: FWBTX (2.93) vs RLBCX (1.63). FWBTX was incepted earlier than RLBCX: FWBTX (10 years) vs RLBCX (23 years). FWBTX (1.84) is less costly to investors than RLBCX (0.89). FWBTX is a more actively managed with annual turnover of: 230.00 vs. RLBCX (44.00). FWBTX has a lower initial minimum investment than RLBCX: FWBTX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 6.62 vs. FWBTX (4.74). FWBTX return over 5 years is better than : 40.55 vs. RLBCX (32.84).
| FWBTX | RLBCX | FWBTX / RLBCX | |
| Total Expense Ratio | 1.84 | 0.89 | 207% |
| Annual Report Gross Expense Ratio | 1.84 | 0.89 | 207% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 2.132 | 4.466 | 48% |
| 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 | 1.63 | 180% |
| Returns for 1 year | 4.74 | 6.62 | 72% |
| Returns for 3 years | 18.68 | 22.09 | 85% |
| Returns for 5 years | 40.55 | 32.84 | 123% |
| Returns for 10 years | N/A | 56.35 | - |
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