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FWATX vs RLBAX
FWATX vs RLBAX Comparison
Open Charts FWATX vs RLBAX
Fidelity Advisor Multi-Asset Income A
Price$15.72
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets3.15B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
FWATX vs RLBAX Comparison Chart in %
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FWATX vs. RLBAX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. FWATX (3.15B). FWATX pays higher dividends than RLBAX: FWATX (3.51) vs RLBAX (1.10). FWATX was incepted earlier than RLBAX: FWATX (10 years) vs RLBAX (23 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 : 13.78 vs. RLBAX (7.84). FWATX return over 5 years is better than : 52.53 vs. RLBAX (37.69).
| 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 | 23 years | - |
| Gain YTD | 14.705 | 13.947 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 265B | 1% |
| Annual Yield % from dividends | 3.51 | 1.10 | 319% |
| Returns for 1 year | 13.78 | 7.84 | 176% |
| Returns for 3 years | 44.11 | 47.39 | 93% |
| Returns for 5 years | 52.53 | 37.69 | 139% |
| Returns for 10 years | 115.67 | 67.66 | 171% |
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