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FBONX vs FWBTX
FBONX vs FWBTX Comparison
Open Charts FBONX vs FWBTX
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Multi-Asset Income C
Price$15.12
Change+$0.06 (+0.40%)
VolumeN/A
Net Assets3.01B
FBONX vs FWBTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. FWBTX (3.01B). FWBTX pays higher dividends than FBONX: FWBTX (2.79) vs FBONX (2.05). 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 : 11.99 vs. FBONX (10.27).
| 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 | 11.583 | 9.806 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 3.01B | 8,613% |
| Annual Yield % from dividends | 2.05 | 2.79 | 73% |
| Returns for 1 year | 10.27 | 11.99 | 86% |
| Returns for 3 years | 42.21 | 31.66 | 133% |
| Returns for 5 years | N/A | 43.59 | - |
| Returns for 10 years | N/A | N/A | - |
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