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FBONX vs FWBTX
FBONX vs FWBTX Comparison
Open Charts FBONX vs FWBTX
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Fidelity Advisor Multi-Asset Income C
Price$15.37
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets3.25B
FBONX vs FWBTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. FWBTX (3.25B). FWBTX pays higher dividends than FBONX: FWBTX (2.82) vs FBONX (1.97). 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 : 9.31 vs. FWBTX (8.36). FBONX (42.66) and FWBTX (41.01) have equivalent 5 years return.
| 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 | 14.327 | 11.852 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 3.25B | 8,097% |
| Annual Yield % from dividends | 1.97 | 2.82 | 70% |
| Returns for 1 year | 9.31 | 8.36 | 111% |
| Returns for 3 years | 42.97 | 33.99 | 126% |
| Returns for 5 years | 42.66 | 41.01 | 104% |
| Returns for 10 years | N/A | 96.12 | - |
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