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FBONX vs FIWBX
FBONX vs FIWBX Comparison
Open Charts FBONX vs FIWBX
American Funds American Balanced 529-F-3
Price$35.85
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Fidelity Advisor Multi-Asset Income Z
Price$14.22
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets2.78B
FBONX vs FIWBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. FIWBX (2.78B). FIWBX pays higher dividends than FBONX: FIWBX (4.03) vs FBONX (2.18). 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). FBONX annual gain was more profitable for investors over the last year : 7.44 vs. FIWBX (5.61).
| 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 | 4.828 | 2.095 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.78B | 8,732% |
| Annual Yield % from dividends | 2.18 | 4.03 | 54% |
| Returns for 1 year | 7.44 | 5.61 | 133% |
| Returns for 3 years | 24.57 | 21.30 | 115% |
| Returns for 5 years | N/A | 47.74 | - |
| Returns for 10 years | N/A | N/A | - |
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