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FWBTX vs RLBEX
FWBTX vs RLBEX Comparison
Open Charts FWBTX vs RLBEX
Fidelity Advisor Multi-Asset Income C
Price$13.44
Change-$0.38 (-2.75%)
VolumeN/A
Net Assets2.8B
American Funds American Balanced R4
Price$32.20
Change-$1.22 (-3.65%)
VolumeN/A
Net Assets229B
FWBTX vs RLBEX Comparison Chart
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FWBTX vs. RLBEX commentary
Apr 05, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 229B vs. FWBTX (2.8B). FWBTX pays higher dividends than RLBEX: FWBTX (2.86) vs RLBEX (1.97). FWBTX was incepted earlier than RLBEX: FWBTX (10 years) vs RLBEX (23 years). FWBTX (1.83) is less costly to investors than RLBEX (0.60). FWBTX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (171.00). FWBTX has a lower initial minimum investment than RLBEX: FWBTX (0) vs RLBEX (250). FWBTX annual gain was more profitable for investors over the last year : 3.35 vs. RLBEX (1.35). FWBTX return over 5 years is better than : 58.52 vs. RLBEX (46.09).
| FWBTX | RLBEX | FWBTX / RLBEX | |
| Total Expense Ratio | 1.83 | 0.60 | 305% |
| Annual Report Gross Expense Ratio | 1.83 | 0.60 | 305% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -1.275 | -2.180 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 229B | 1% |
| Annual Yield % from dividends | 2.86 | 1.97 | 145% |
| Returns for 1 year | 3.35 | 1.35 | 248% |
| Returns for 3 years | 3.47 | 9.13 | 38% |
| Returns for 5 years | 58.52 | 46.09 | 127% |
| Returns for 10 years | N/A | 49.74 | - |
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