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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
American Funds American Balanced 529-F-3
Price$37.05
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Fidelity Advisor Multi-Asset Income A
Price$15.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.93B
FBONX vs FWATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 253B vs. FWATX (2.93B). FWATX pays higher dividends than FBONX: FWATX (3.55) vs FBONX (2.08). 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 : 14.14 vs. FBONX (11.70).
| 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 | 8.736 | 8.540 | 102% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 2.93B | 8,626% |
| Annual Yield % from dividends | 2.08 | 3.55 | 59% |
| Returns for 1 year | 11.70 | 14.14 | 83% |
| Returns for 3 years | 33.10 | 28.64 | 116% |
| Returns for 5 years | N/A | 47.40 | - |
| Returns for 10 years | N/A | N/A | - |
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