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APWIX vs FBONX
APWIX vs FBONX Comparison
Open Charts APWIX vs FBONX
AB Sustainable Thematic Bal Port I
Price$11.57
Change+$0.15 (+1.31%)
VolumeN/A
Net Assets80.77M
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
APWIX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. APWIX (80.8M). FBONX pays higher dividends than APWIX: FBONX (2.26) vs APWIX (1.55). APWIX was incepted earlier than FBONX: APWIX (20 years) vs FBONX (4 years). APWIX (0.95) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. APWIX (53.00). APWIX has a lower initial minimum investment than FBONX: APWIX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 4.45 vs. APWIX (-1.86).
| APWIX | FBONX | APWIX / FBONX | |
| Total Expense Ratio | 0.75 | 0.30 | 250% |
| Annual Report Gross Expense Ratio | 0.95 | 0.30 | 317% |
| Fund Existence | 20 years | 4 years | - |
| Gain YTD | -7.605 | -1.458 | 522% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8M | 227B | 0% |
| Annual Yield % from dividends | 1.55 | 2.26 | 69% |
| Returns for 1 year | -1.86 | 4.45 | -42% |
| Returns for 3 years | 0.41 | 16.68 | 2% |
| Returns for 5 years | 10.16 | N/A | - |
| Returns for 10 years | 8.43 | N/A | - |
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