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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
American Funds American Balanced 529-F-3
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Fidelity Advisor Multi-Asset Income A
Price$14.16
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets2.78B
FBONX vs FWATX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. FWATX (2.78B). FWATX pays higher dividends than FBONX: FWATX (3.68) vs FBONX (2.18). 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 : 7.26 vs. FWATX (5.45).
| 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 | 4.712 | 2.378 | 198% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.78B | 8,768% |
| Annual Yield % from dividends | 2.18 | 3.68 | 59% |
| Returns for 1 year | 7.26 | 5.45 | 133% |
| Returns for 3 years | 25.41 | 21.37 | 119% |
| Returns for 5 years | N/A | 45.95 | - |
| Returns for 10 years | N/A | N/A | - |
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