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FBONX vs FIWBX
FBONX vs FIWBX Comparison
Open Charts FBONX vs FIWBX
American Funds American Balanced 529-F-3
Price$38.63
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets263.06B
Fidelity Advisor Multi-Asset Income Z
Price$15.63
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets3.01B
FBONX vs FIWBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. FIWBX (3.01B). FIWBX pays higher dividends than FBONX: FIWBX (3.84) vs FBONX (2.05). 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 : 14.20 vs. FBONX (9.98).
| 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 | 13.344 | 12.924 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 3.01B | 8,746% |
| Annual Yield % from dividends | 2.05 | 3.84 | 53% |
| Returns for 1 year | 9.98 | 14.20 | 70% |
| Returns for 3 years | 45.14 | 38.78 | 116% |
| Returns for 5 years | N/A | 53.86 | - |
| Returns for 10 years | N/A | N/A | - |
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