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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
American Funds American Balanced 529-F-3
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Multi-Asset Income A
Price$14.23
Change-$0.37 (-2.53%)
VolumeN/A
CapitalizationN/A
FBONX vs FWATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. FWATX (2.97B). FWATX pays higher dividends than FBONX: FWATX (3.78) vs FBONX (2.50). FBONX was incepted earlier than FWATX: FBONX (4 years) vs FWATX (9 years). FWATX (175.00) and FBONX (171.00) have comparable annual turnover. 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 : 13.88 vs. FBONX (12.79).
| FBONX | FWATX | FBONX / FWATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 11.771 | 12.943 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 2.97B | 8,104% |
| Annual Yield % from dividends | 2.50 | 3.78 | 66% |
| Returns for 1 year | 12.79 | 13.88 | 92% |
| Returns for 3 years | 14.13 | 10.65 | 133% |
| Returns for 5 years | N/A | 48.72 | - |
| Returns for 10 years | N/A | N/A | - |