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FWBTX vs RLBAX
FWBTX vs RLBAX Comparison
Open Charts FWBTX vs RLBAX
Fidelity Advisor Multi-Asset Income C
Price$15.98
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets3.39B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
FWBTX vs RLBAX Comparison Chart in %
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FWBTX vs. RLBAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. FWBTX (3.39B). FWBTX pays higher dividends than RLBAX: FWBTX (2.73) vs RLBAX (1.22). 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). FWBTX annual gain was more profitable for investors over the last year : 13.91 vs. RLBAX (10.45). FWBTX return over 5 years is better than : 33.94 vs. RLBAX (31.35).
| 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 | 3.303 | 2.371 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.39B | 270B | 1% |
| Annual Yield % from dividends | 2.73 | 1.22 | 224% |
| Returns for 1 year | 13.91 | 10.45 | 133% |
| Returns for 3 years | 30.93 | 33.63 | 92% |
| Returns for 5 years | 33.94 | 31.35 | 108% |
| Returns for 10 years | 116.75 | 79.34 | 147% |
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