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APWIX vs FBONX
APWIX vs FBONX Comparison
Open Charts APWIX vs FBONX
AB Sustainable Thematic Bal Port I
Price$12.86
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets87.92M
American Funds American Balanced 529-F-3
Price$36.94
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets252.76B
APWIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 253B vs. APWIX (87.9M). FBONX pays higher dividends than APWIX: FBONX (2.10) vs APWIX (1.44). APWIX was incepted earlier than FBONX: APWIX (20 years) vs FBONX (5 years). APWIX (0.95) is less costly to investors than FBONX (0.30). APWIX is a more actively managed with annual turnover of: 53.00 vs. FBONX (44.00). 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 : 8.67 vs. APWIX (4.00).
| 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 | 5 years | - |
| Gain YTD | 3.883 | 8.472 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.9M | 253B | 0% |
| Annual Yield % from dividends | 1.44 | 2.10 | 69% |
| Returns for 1 year | 4.00 | 8.67 | 46% |
| Returns for 3 years | 17.85 | 35.69 | 50% |
| Returns for 5 years | 12.81 | N/A | - |
| Returns for 10 years | 23.87 | N/A | - |
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