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FWBTX vs RLBEX
FWBTX vs RLBEX Comparison
Open Charts FWBTX vs RLBEX
Fidelity Advisor Multi-Asset Income C
Price$15.09
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets2.93B
American Funds American Balanced R4
Price$37.49
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets255.92B
FWBTX vs RLBEX Comparison Chart in %
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FWBTX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. FWBTX (2.93B). FWBTX pays higher dividends than RLBEX: FWBTX (2.84) vs RLBEX (1.81). FWBTX was incepted earlier than RLBEX: FWBTX (10 years) vs RLBEX (23 years). FWBTX (1.84) is less costly to investors than RLBEX (0.59). FWBTX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (44.00). 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 : 11.71 vs. RLBEX (9.53). FWBTX return over 5 years is better than : 42.28 vs. RLBEX (38.40).
| FWBTX | RLBEX | FWBTX / RLBEX | |
| Total Expense Ratio | 1.84 | 0.59 | 312% |
| Annual Report Gross Expense Ratio | 1.84 | 0.59 | 312% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 8.586 | 10.060 | 85% |
| 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 | 1.81 | 157% |
| Returns for 1 year | 11.71 | 9.53 | 123% |
| Returns for 3 years | 24.77 | 30.20 | 82% |
| Returns for 5 years | 42.28 | 38.40 | 110% |
| Returns for 10 years | N/A | 69.02 | - |
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