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FWBTX vs RLBAX
FWBTX vs RLBAX Comparison
Open Charts FWBTX vs RLBAX
Fidelity Advisor Multi-Asset Income C
Price$15.69
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
FWBTX vs RLBAX Comparison Chart in %
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FWBTX 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 FWBTX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. FWBTX (3.15B). FWBTX pays higher dividends than RLBAX: FWBTX (2.82) vs RLBAX (1.10). FWBTX was incepted earlier than RLBAX: FWBTX (10 years) vs RLBAX (23 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). FWBTX annual gain was more profitable for investors over the last year : 12.87 vs. RLBAX (7.84). FWBTX return over 5 years is better than : 46.79 vs. RLBAX (37.69).
| 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 | 23 years | - |
| Gain YTD | 14.089 | 13.947 | 101% |
| Front Load | N/A | 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 | 2.82 | 1.10 | 256% |
| Returns for 1 year | 12.87 | 7.84 | 164% |
| Returns for 3 years | 40.86 | 47.39 | 86% |
| Returns for 5 years | 46.79 | 37.69 | 124% |
| Returns for 10 years | 100.02 | 67.66 | 148% |
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