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FWATX vs RLBEX
FWATX vs RLBEX Comparison
Open Charts FWATX vs RLBEX
Fidelity Advisor Multi-Asset Income A
Price$15.65
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets3.23B
American Funds American Balanced R4
Price$39.71
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
FWATX vs RLBEX Comparison Chart in %
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FWATX vs. RLBEX 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. FWATX (3.23B). FWATX pays higher dividends than RLBEX: FWATX (3.55) vs RLBEX (1.68). FWATX was incepted earlier than RLBEX: FWATX (10 years) vs RLBEX (23 years). FWATX (1.09) is less costly to investors than RLBEX (0.59). FWATX is a more actively managed with annual turnover of: 230.00 vs. RLBEX (44.00). FWATX has a lower initial minimum investment than RLBEX: FWATX (0) vs RLBEX (250). FWATX (9.83) and RLBEX (9.75) have marching annual gain over last year. FWATX return over 5 years is better than : 43.21 vs. RLBEX (38.83).
| FWATX | RLBEX | FWATX / RLBEX | |
| Total Expense Ratio | 1.09 | 0.59 | 185% |
| Annual Report Gross Expense Ratio | 1.09 | 0.59 | 185% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 14.359 | 17.104 | 84% |
| 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 | 1.68 | 211% |
| Returns for 1 year | 9.83 | 9.75 | 101% |
| Returns for 3 years | 35.26 | 40.82 | 86% |
| Returns for 5 years | 43.21 | 38.83 | 111% |
| Returns for 10 years | 113.89 | 77.48 | 147% |
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