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FWATX vs RLBCX
FWATX vs RLBCX Comparison
Open Charts FWATX vs RLBCX
Fidelity Advisor Multi-Asset Income A
Price$15.65
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets3.23B
American Funds American Balanced R3
Price$39.50
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
FWATX vs RLBCX Comparison Chart in %
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FWATX vs. RLBCX 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 RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. FWATX (3.23B). FWATX pays higher dividends than RLBCX: FWATX (3.55) vs RLBCX (1.44). FWATX was incepted earlier than RLBCX: FWATX (10 years) vs RLBCX (24 years). FWATX (1.09) is less costly to investors than RLBCX (0.89). FWATX is a more actively managed with annual turnover of: 230.00 vs. RLBCX (44.00). FWATX has a lower initial minimum investment than RLBCX: FWATX (0) vs RLBCX (250). FWATX (9.83) and RLBCX (9.40) have marching annual gain over last year. FWATX return over 5 years is better than : 43.21 vs. RLBCX (37.08).
| FWATX | RLBCX | FWATX / RLBCX | |
| Total Expense Ratio | 1.09 | 0.89 | 122% |
| Annual Report Gross Expense Ratio | 1.09 | 0.89 | 122% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 14.359 | 16.784 | 86% |
| 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 | 1.44 | 247% |
| Returns for 1 year | 9.83 | 9.40 | 105% |
| Returns for 3 years | 35.26 | 39.63 | 89% |
| Returns for 5 years | 43.21 | 37.08 | 117% |
| Returns for 10 years | 113.89 | 71.89 | 158% |
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