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FWBTX vs RLBAX
FWBTX vs RLBAX Comparison
Open Charts FWBTX vs RLBAX
Fidelity Advisor Multi-Asset Income C
Price$15.62
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets3.23B
American Funds American Balanced R1
Price$39.31
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
FWBTX vs RLBAX Comparison Chart in %
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FWBTX vs. RLBAX commentary
Dec 04, 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 FWBTX is a Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 271B vs. FWBTX (3.23B). FWBTX pays higher dividends than RLBAX: FWBTX (2.85) vs RLBAX (1.07). FWBTX was incepted earlier than RLBAX: FWBTX (10 years) vs RLBAX (24 years). FWBTX (1.84) is less costly to investors than RLBAX (1.31). FWBTX is a more actively managed with annual turnover of: 230.00 vs. RLBAX (44.00). FWBTX has a lower initial minimum investment than RLBAX: FWBTX (0) vs RLBAX (250). RLBAX (8.44) and FWBTX (8.04) have marching annual gain over last year. FWBTX return over 5 years is better than : 37.86 vs. RLBAX (34.78).
| FWBTX | RLBAX | FWBTX / RLBAX | |
| Total Expense Ratio | 1.84 | 1.31 | 140% |
| Annual Report Gross Expense Ratio | 1.84 | 1.31 | 140% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 12.580 | 15.776 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 271B | 1% |
| Annual Yield % from dividends | 2.85 | 1.07 | 267% |
| Returns for 1 year | 8.04 | 8.44 | 95% |
| Returns for 3 years | 31.01 | 37.26 | 83% |
| Returns for 5 years | 37.86 | 34.78 | 109% |
| Returns for 10 years | 96.59 | 66.67 | 145% |
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