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FBONX vs FIWBX
FBONX vs FIWBX Comparison
Open Charts FBONX vs FIWBX
American Funds American Balanced 529-F-3
Price$33.12
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
Fidelity Advisor Multi-Asset Income Z
Price$13.17
Change+$0.18 (+1.39%)
VolumeN/A
Net Assets2.8B
FBONX vs FIWBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 224B vs. FIWBX (2.8B). FIWBX pays higher dividends than FBONX: FIWBX (3.99) vs FBONX (2.26). FBONX was incepted earlier than FIWBX: FBONX (4 years) vs FIWBX (7 years). FIWBX (0.73) is less costly to investors than FBONX (0.30). FIWBX is a more actively managed with annual turnover of: 230.00 vs. FBONX (171.00). FIWBX has a lower initial minimum investment than FBONX: FIWBX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 1.18 vs. FIWBX (-1.20).
| FBONX | FIWBX | FBONX / FIWBX | |
| Total Expense Ratio | 0.30 | 0.73 | 41% |
| Annual Report Gross Expense Ratio | 0.30 | 0.73 | 41% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -3.154 | -7.143 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 2.8B | 8,003% |
| Annual Yield % from dividends | 2.26 | 3.99 | 57% |
| Returns for 1 year | 1.18 | -1.20 | -98% |
| Returns for 3 years | 12.53 | 4.01 | 312% |
| Returns for 5 years | N/A | 46.77 | - |
| Returns for 10 years | N/A | N/A | - |
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