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FBONX vs FWBTX
FBONX vs FWBTX Comparison
Open Charts FBONX vs FWBTX
American Funds American Balanced 529-F-3
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Fidelity Advisor Multi-Asset Income C
Price$14.13
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets2.78B
FBONX vs FWBTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. FWBTX (2.78B). FWBTX pays higher dividends than FBONX: FWBTX (2.93) vs FBONX (2.18). 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). FBONX annual gain was more profitable for investors over the last year : 7.26 vs. FWBTX (4.74).
| 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 | 4.712 | 2.132 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.78B | 8,768% |
| Annual Yield % from dividends | 2.18 | 2.93 | 74% |
| Returns for 1 year | 7.26 | 4.74 | 153% |
| Returns for 3 years | 25.41 | 18.68 | 136% |
| Returns for 5 years | N/A | 40.55 | - |
| Returns for 10 years | N/A | N/A | - |
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