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FIWBX vs RLBAX
FIWBX vs RLBAX Comparison
Open Charts FIWBX vs RLBAX
Fidelity Advisor Multi-Asset Income Z
Price$15.62
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets3.23B
American Funds American Balanced R1
Price$37.31
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
FIWBX vs RLBAX Comparison Chart in %
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FIWBX vs. RLBAX commentary
Dec 28, 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 FIWBX is a StrongBuy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FIWBX (3.23B). FIWBX pays higher dividends than RLBAX: FIWBX (3.88) vs RLBAX (1.07). FIWBX was incepted earlier than RLBAX: FIWBX (7 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FIWBX (0.74). FIWBX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). FIWBX has a lower initial minimum investment than RLBAX: FIWBX (0) vs RLBAX (250). FIWBX annual gain was more profitable for investors over the last year : 13.25 vs. RLBAX (8.49). FIWBX return over 5 years is better than : 44.98 vs. RLBAX (30.80).
| FIWBX | RLBAX | FIWBX / RLBAX | |
| Total Expense Ratio | 0.74 | 1.31 | 56% |
| Annual Report Gross Expense Ratio | 0.74 | 1.31 | 56% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 14.766 | 10.082 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 269B | 1% |
| Annual Yield % from dividends | 3.88 | 1.07 | 364% |
| Returns for 1 year | 13.25 | 8.49 | 156% |
| Returns for 3 years | 41.77 | 35.20 | 119% |
| Returns for 5 years | 44.98 | 30.80 | 146% |
| Returns for 10 years | N/A | 65.43 | - |
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