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APWIX vs FBONX
APWIX vs FBONX Comparison
Open Charts APWIX vs FBONX
AB Sustainable Thematic Bal Port I
Price$11.54
Change-$0.37 (-3.11%)
VolumeN/A
Net Assets84.85M
American Funds American Balanced 529-F-3
Price$33.48
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
APWIX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. APWIX (84.9M). 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 : 4.57 vs. APWIX (-0.53).
| 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 | -4.207 | 0.472 | -892% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 84.9M | 235B | 0% |
| Annual Yield % from dividends | 1.55 | 2.26 | 69% |
| Returns for 1 year | -0.53 | 4.57 | -12% |
| Returns for 3 years | -1.31 | 14.60 | -9% |
| Returns for 5 years | 19.09 | N/A | - |
| Returns for 10 years | 13.40 | N/A | - |
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