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FWBTX vs RLBEX
FWBTX vs RLBEX Comparison
Open Charts FWBTX vs RLBEX
Fidelity Advisor Multi-Asset Income C
Price$14.35
Change+$0.12 (+0.84%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.72
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
FWBTX vs RLBEX Comparison Chart
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FWBTX vs. RLBEX commentary
Dec 25, 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 StrongBuy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 238B vs. FWBTX (2.97B). FWBTX pays higher dividends than RLBEX: FWBTX (3.08) vs RLBEX (2.24). FWBTX was incepted earlier than RLBEX: FWBTX (9 years) vs RLBEX (23 years). FWBTX (175.00) and RLBEX (171.00) have comparable annual turnover. FWBTX has a lower initial minimum investment than RLBEX: FWBTX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 10.70 vs. FWBTX (9.91). FWBTX return over 5 years is better than : 39.28 vs. RLBEX (30.53).
| FWBTX | RLBEX | FWBTX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 9.560 | 10.211 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.97B | 238B | 1% |
| Annual Yield % from dividends | 3.08 | 2.24 | 137% |
| Returns for 1 year | 9.91 | 10.70 | 93% |
| Returns for 3 years | 4.66 | 9.05 | 51% |
| Returns for 5 years | 39.28 | 30.53 | 129% |
| Returns for 10 years | N/A | 53.92 | - |
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