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FBONX vs FIWBX
FBONX vs FIWBX Comparison
Open Charts FBONX vs FIWBX
American Funds American Balanced 529-F-3
Price$38.97
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
Fidelity Advisor Multi-Asset Income Z
Price$15.84
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets3.15B
FBONX vs FIWBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. FIWBX (3.15B). FIWBX pays higher dividends than FBONX: FIWBX (3.84) vs FBONX (2.00). FBONX was incepted earlier than FIWBX: FBONX (5 years) vs FIWBX (7 years). FIWBX (0.74) is less costly to investors than FBONX (0.30). FIWBX is a more actively managed with annual turnover of: 230.00 vs. FBONX (44.00). FIWBX has a lower initial minimum investment than FBONX: FIWBX (0) vs FBONX (250). FIWBX annual gain was more profitable for investors over the last year : 15.15 vs. FBONX (10.19).
| FBONX | FIWBX | FBONX / FIWBX | |
| Total Expense Ratio | 0.30 | 0.74 | 41% |
| Annual Report Gross Expense Ratio | 0.30 | 0.74 | 41% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 14.768 | 15.737 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 3.15B | 8,458% |
| Annual Yield % from dividends | 2.00 | 3.84 | 52% |
| Returns for 1 year | 10.19 | 15.15 | 67% |
| Returns for 3 years | 49.28 | 45.48 | 108% |
| Returns for 5 years | N/A | 60.21 | - |
| Returns for 10 years | N/A | N/A | - |
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