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ABWCX vs FBONX
ABWCX vs FBONX Comparison
Open Charts ABWCX vs FBONX
AB All Market Total Return C
Price$14.70
Change+$0.18 (+1.24%)
VolumeN/A
Net Assets396.81M
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
ABWCX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. ABWCX (397M). ABWCX (2.32) and FBONX (2.26) have matching dividends . ABWCX was incepted earlier than FBONX: ABWCX (22 years) vs FBONX (4 years). ABWCX (1.87) is less costly to investors than FBONX (0.30). ABWCX is a more actively managed with annual turnover of: 182.00 vs. FBONX (171.00). FBONX has a lower initial minimum investment than ABWCX: FBONX (250) vs ABWCX (2500). ABWCX annual gain was more profitable for investors over the last year : 5.32 vs. FBONX (4.45).
| ABWCX | FBONX | ABWCX / FBONX | |
| Total Expense Ratio | 1.86 | 0.30 | 620% |
| Annual Report Gross Expense Ratio | 1.87 | 0.30 | 623% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | -1.559 | -1.458 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 227B | 0% |
| Annual Yield % from dividends | 2.32 | 2.26 | 103% |
| Returns for 1 year | 5.32 | 4.45 | 120% |
| Returns for 3 years | 4.81 | 16.68 | 29% |
| Returns for 5 years | 16.52 | N/A | - |
| Returns for 10 years | 12.57 | N/A | - |
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