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FBONX vs FWBTX
FBONX vs FWBTX Comparison
Open Charts FBONX vs FWBTX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Fidelity Advisor Multi-Asset Income C
Price$13.53
Change+$0.15 (+1.12%)
VolumeN/A
Net Assets2.8B
FBONX vs FWBTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. FWBTX (2.8B). FWBTX pays higher dividends than FBONX: FWBTX (2.86) vs FBONX (2.26). FBONX was incepted earlier than FWBTX: FBONX (4 years) vs FWBTX (10 years). FWBTX (1.83) is less costly to investors than FBONX (0.30). FWBTX is a more actively managed with annual turnover of: 230.00 vs. FBONX (171.00). FWBTX has a lower initial minimum investment than FBONX: FWBTX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 1.94 vs. FWBTX (0.99).
| FBONX | FWBTX | FBONX / FWBTX | |
| Total Expense Ratio | 0.30 | 1.83 | 16% |
| Annual Report Gross Expense Ratio | 0.30 | 1.83 | 16% |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | -3.710 | -5.561 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 2.8B | 8,110% |
| Annual Yield % from dividends | 2.26 | 2.86 | 79% |
| Returns for 1 year | 1.94 | 0.99 | 196% |
| Returns for 3 years | 14.20 | 5.23 | 271% |
| Returns for 5 years | N/A | 38.37 | - |
| Returns for 10 years | N/A | N/A | - |
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