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FBONX vs FZAAX
FBONX vs FZAAX Comparison
Open Charts FBONX vs FZAAX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Balanced Z
Price$30.78
Change-$0.06 (-0.19%)
VolumeN/A
CapitalizationN/A
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FBONX vs FZAAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. FZAAX (8.95B). FBONX pays higher dividends than FZAAX: FBONX (2.50) vs FZAAX (1.58). FBONX was incepted earlier than FZAAX: FBONX (4 years) vs FZAAX (11 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. FZAAX (30.00). FZAAX has a lower initial minimum investment than FBONX: FZAAX (0) vs FBONX (250). FZAAX (25.10) and FBONX (24.74) have marching annual gain over last year.
| FBONX | FZAAX | FBONX / FZAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 14.251 | 14.766 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 8.95B | 2,637% |
| Annual Yield % from dividends | 2.50 | 1.58 | 158% |
| Returns for 1 year | 24.74 | 25.10 | 99% |
| Returns for 3 years | 17.33 | 8.56 | 202% |
| Returns for 5 years | N/A | 48.52 | - |
| Returns for 10 years | N/A | 62.92 | - |