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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$15.65
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets3.23B
American Funds American Balanced R1
Price$39.35
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
FWATX vs RLBAX Comparison Chart in %
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FWATX vs. RLBAX commentary
Dec 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 FWATX is a Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. FWATX (3.23B). FWATX pays higher dividends than RLBAX: FWATX (3.55) vs RLBAX (1.07). FWATX was incepted earlier than RLBAX: FWATX (10 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FWATX (1.09). FWATX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). FWATX has a lower initial minimum investment than RLBAX: FWATX (0) vs RLBAX (250). FWATX annual gain was more profitable for investors over the last year : 9.83 vs. RLBAX (8.90). FWATX return over 5 years is better than : 43.21 vs. RLBAX (34.56).
| FWATX | RLBAX | FWATX / RLBAX | |
| Total Expense Ratio | 1.09 | 1.31 | 83% |
| Annual Report Gross Expense Ratio | 1.09 | 1.31 | 83% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 14.359 | 16.307 | 88% |
| Front Load | 4% | 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 | 3.55 | 1.07 | 333% |
| Returns for 1 year | 9.83 | 8.90 | 110% |
| Returns for 3 years | 35.26 | 37.89 | 93% |
| Returns for 5 years | 43.21 | 34.56 | 125% |
| Returns for 10 years | 113.89 | 67.44 | 169% |
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