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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Fidelity Advisor Multi-Asset Income A
Price$13.56
Change+$0.16 (+1.19%)
VolumeN/A
Net Assets2.8B
FBONX vs FWATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. FWATX (2.8B). FWATX pays higher dividends than FBONX: FWATX (3.63) vs FBONX (2.26). FBONX was incepted earlier than FWATX: FBONX (4 years) vs FWATX (10 years). FWATX (1.08) is less costly to investors than FBONX (0.30). FWATX is a more actively managed with annual turnover of: 230.00 vs. FBONX (171.00). 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 : 1.94 vs. FWATX (1.68).
| FBONX | FWATX | FBONX / FWATX | |
| Total Expense Ratio | 0.30 | 1.08 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.08 | 28% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -3.710 | -5.440 | 68% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 2.8B | 8,110% |
| Annual Yield % from dividends | 2.26 | 3.63 | 62% |
| Returns for 1 year | 1.94 | 1.68 | 115% |
| Returns for 3 years | 14.20 | 7.57 | 188% |
| Returns for 5 years | N/A | 43.69 | - |
| Returns for 10 years | N/A | N/A | - |
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