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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
American Funds American Balanced 529-F-3
Price$37.62
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Fidelity Advisor Multi-Asset Income A
Price$15.07
Change-$0.06 (-0.40%)
VolumeN/A
Net Assets2.93B
FBONX vs FWATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 255B vs. FWATX (2.93B). FWATX pays higher dividends than FBONX: FWATX (3.18) vs FBONX (2.05). 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 : 11.25 vs. FBONX (8.04).
| 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 | 10.409 | 9.046 | 115% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.93B | 8,694% |
| Annual Yield % from dividends | 2.05 | 3.18 | 64% |
| Returns for 1 year | 8.04 | 11.25 | 71% |
| Returns for 3 years | 38.44 | 32.17 | 119% |
| Returns for 5 years | N/A | 46.04 | - |
| Returns for 10 years | N/A | N/A | - |