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FBONX vs FWBTX
FBONX vs FWBTX Comparison
Open Charts FBONX vs FWBTX
American Funds American Balanced 529-F-3
Price$36.74
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
Fidelity Advisor Multi-Asset Income C
Price$14.71
Change-$0.08 (-0.54%)
VolumeN/A
Net Assets2.87B
FBONX vs FWBTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. FWBTX (2.87B). FWBTX pays higher dividends than FBONX: FWBTX (2.87) vs FBONX (2.10). FBONX was incepted earlier than FWBTX: FBONX (5 years) vs FWBTX (10 years). FWBTX (1.84) is less costly to investors than FBONX (0.30). FWBTX is a more actively managed with annual turnover of: 230.00 vs. FBONX (44.00). FWBTX has a lower initial minimum investment than FBONX: FWBTX (0) vs FBONX (250). FWBTX annual gain was more profitable for investors over the last year : 8.29 vs. FBONX (6.32).
| FBONX | FWBTX | FBONX / FWBTX | |
| Total Expense Ratio | 0.30 | 1.84 | 16% |
| Annual Report Gross Expense Ratio | 0.30 | 1.84 | 16% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 7.826 | 6.589 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.87B | 8,774% |
| Annual Yield % from dividends | 2.10 | 2.87 | 73% |
| Returns for 1 year | 6.32 | 8.29 | 76% |
| Returns for 3 years | 37.23 | 30.42 | 122% |
| Returns for 5 years | N/A | 45.59 | - |
| Returns for 10 years | N/A | N/A | - |
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