Ad is loading...
Ad is loading...
FWBTX vs RLBCX
FWBTX vs RLBCX Comparison
Open Charts FWBTX vs RLBCX
Fidelity Advisor Multi-Asset Income C
Price$14.72
Change+$0.09 (+0.62%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.29
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
FWBTX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FWBTX vs. RLBCX commentary
Nov 23, 2024
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 StrongSell and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. FWBTX (2.82B). FWBTX pays higher dividends than RLBCX: FWBTX (3.08) vs RLBCX (1.98). FWBTX was incepted earlier than RLBCX: FWBTX (9 years) vs RLBCX (22 years). FWBTX (175.00) and RLBCX (171.00) have comparable annual turnover. 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 : 20.77 vs. FWBTX (18.23). FWBTX return over 5 years is better than : 48.64 vs. RLBCX (35.05).
| FWBTX | RLBCX | FWBTX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 12.965 | 14.983 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 238B | 1% |
| Annual Yield % from dividends | 3.08 | 1.98 | 156% |
| Returns for 1 year | 18.23 | 20.77 | 88% |
| Returns for 3 years | 8.02 | 11.59 | 69% |
| Returns for 5 years | 48.64 | 35.05 | 139% |
| Returns for 10 years | N/A | 48.70 | - |