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FBONX vs FWBTX
FBONX vs FWBTX Comparison
Open Charts FBONX vs FWBTX
American Funds American Balanced 529-F-3
Price$37.57
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets255.92B
Fidelity Advisor Multi-Asset Income C
Price$15.09
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets2.93B
FBONX vs FWBTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. FWBTX (2.93B). FWBTX pays higher dividends than FBONX: FWBTX (2.84) vs FBONX (2.08). 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 : 11.71 vs. FBONX (9.87).
| 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 | 10.262 | 8.586 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 2.93B | 8,728% |
| Annual Yield % from dividends | 2.08 | 2.84 | 73% |
| Returns for 1 year | 9.87 | 11.71 | 84% |
| Returns for 3 years | 32.39 | 24.77 | 131% |
| Returns for 5 years | N/A | 42.28 | - |
| Returns for 10 years | N/A | N/A | - |
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