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FBONX vs FWBTX
FBONX vs FWBTX Comparison
Open Charts FBONX vs FWBTX
American Funds American Balanced 529-F-3
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Fidelity Advisor Multi-Asset Income C
Price$15.69
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets3.15B
FBONX vs FWBTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 265B vs. FWBTX (3.15B). FWBTX pays higher dividends than FBONX: FWBTX (2.82) vs FBONX (2.00). 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 : 12.87 vs. FBONX (8.89).
| 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 | 14.768 | 14.089 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 3.15B | 8,426% |
| Annual Yield % from dividends | 2.00 | 2.82 | 71% |
| Returns for 1 year | 8.89 | 12.87 | 69% |
| Returns for 3 years | 52.50 | 40.86 | 128% |
| Returns for 5 years | N/A | 46.79 | - |
| Returns for 10 years | N/A | 100.02 | - |
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