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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
American Funds American Balanced 529-F-3
Price$36.95
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.22B
Fidelity Advisor Multi-Asset Income A
Price$14.84
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets2.87B
FBONX vs FWATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. FWATX (2.87B). FWATX pays higher dividends than FBONX: FWATX (3.59) vs FBONX (2.10). 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). FWATX annual gain was more profitable for investors over the last year : 9.49 vs. FBONX (7.35).
| 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 | 8.442 | 6.689 | 126% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.87B | 8,774% |
| Annual Yield % from dividends | 2.10 | 3.59 | 58% |
| Returns for 1 year | 7.35 | 9.49 | 77% |
| Returns for 3 years | 38.11 | 33.63 | 113% |
| Returns for 5 years | N/A | 52.04 | - |
| Returns for 10 years | N/A | N/A | - |
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