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ABWAX vs FBONX
ABWAX vs FBONX Comparison
Open Charts ABWAX vs FBONX
AB All Market Total Return A
Price$14.54
Change+$0.61 (+4.38%)
VolumeN/A
Net Assets377.27M
American Funds American Balanced 529-F-3
Price$33.47
Change+$1.63 (+5.12%)
VolumeN/A
Net Assets217.49B
ABWAX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 217B vs. ABWAX (377M). ABWAX pays higher dividends than FBONX: ABWAX (3.14) vs FBONX (2.26). ABWAX was incepted earlier than FBONX: ABWAX (22 years) vs FBONX (4 years). ABWAX (1.10) is less costly to investors than FBONX (0.30). ABWAX is a more actively managed with annual turnover of: 182.00 vs. FBONX (171.00). FBONX has a lower initial minimum investment than ABWAX: FBONX (250) vs ABWAX (2500). ABWAX annual gain was more profitable for investors over the last year : -2.05 vs. FBONX (-3.30).
| ABWAX | FBONX | ABWAX / FBONX | |
| Total Expense Ratio | 1.09 | 0.30 | 363% |
| Annual Report Gross Expense Ratio | 1.10 | 0.30 | 367% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | -6.698 | -6.897 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 217B | 0% |
| Annual Yield % from dividends | 3.14 | 2.26 | 139% |
| Returns for 1 year | -2.05 | -3.30 | 62% |
| Returns for 3 years | -1.78 | 7.03 | -25% |
| Returns for 5 years | 14.76 | N/A | - |
| Returns for 10 years | 14.65 | N/A | - |
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