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FBONX vs FIWBX
FBONX vs FIWBX Comparison
Open Charts FBONX vs FIWBX
American Funds American Balanced 529-F-3
Price$37.07
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Fidelity Advisor Multi-Asset Income Z
Price$15.00
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.93B
FBONX vs FIWBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. FIWBX (2.93B). FIWBX pays higher dividends than FBONX: FIWBX (3.89) vs FBONX (2.08). 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 : 13.88 vs. FBONX (11.14).
| 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 | 8.795 | 8.690 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.93B | 8,592% |
| Annual Yield % from dividends | 2.08 | 3.89 | 53% |
| Returns for 1 year | 11.14 | 13.88 | 80% |
| Returns for 3 years | 33.44 | 30.71 | 109% |
| Returns for 5 years | N/A | 49.87 | - |
| Returns for 10 years | N/A | N/A | - |
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