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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
American Funds American Balanced 529-F-3
Price$39.11
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Fidelity Advisor Multi-Asset Income A
Price$15.88
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets3.15B
FBONX vs FWATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. FWATX (3.15B). FWATX pays higher dividends than FBONX: FWATX (3.51) vs FBONX (2.00). 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 : 14.61 vs. FBONX (10.28).
| 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 | 15.181 | 15.215 | 100% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 3.15B | 8,458% |
| Annual Yield % from dividends | 2.00 | 3.51 | 57% |
| Returns for 1 year | 10.28 | 14.61 | 70% |
| Returns for 3 years | 53.89 | 45.70 | 118% |
| Returns for 5 years | N/A | 53.33 | - |
| Returns for 10 years | N/A | 117.27 | - |
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