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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
American Funds American Balanced 529-F-3
Price$39.18
Change+$0.47 (+1.21%)
VolumeN/A
Net Assets262.57B
Fidelity Advisor Multi-Asset Income A
Price$15.44
Change+$0.17 (+1.11%)
VolumeN/A
Net Assets3.25B
FBONX vs FWATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. FWATX (3.25B). FWATX pays higher dividends than FBONX: FWATX (3.51) vs FBONX (1.97). FBONX was incepted earlier than FWATX: FBONX (5 years) vs FWATX (10 years). FWATX (1.09) is less costly to investors than FBONX (0.30). FWATX is a more actively managed with annual turnover of: 230.00 vs. FBONX (44.00). FWATX has a lower initial minimum investment than FBONX: FWATX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 9.63 vs. FWATX (7.58). FWATX (42.67) and FBONX (42.38) have equivalent 5 years return.
| FBONX | FWATX | FBONX / FWATX | |
| Total Expense Ratio | 0.30 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.09 | 28% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 15.387 | 11.582 | 133% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 3.25B | 8,097% |
| Annual Yield % from dividends | 1.97 | 3.51 | 56% |
| Returns for 1 year | 9.63 | 7.58 | 127% |
| Returns for 3 years | 42.24 | 34.76 | 122% |
| Returns for 5 years | 42.38 | 42.67 | 99% |
| Returns for 10 years | N/A | 109.48 | - |
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