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FBONX vs PWTAX
FBONX vs PWTAX Comparison
Open Charts FBONX vs PWTAX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
UBS US Allocation A
Price$52.38
Change-$0.08 (-0.15%)
VolumeN/A
CapitalizationN/A
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FBONX vs PWTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. PWTAX (232M). FBONX pays higher dividends than PWTAX: FBONX (2.50) vs PWTAX (1.32). FBONX was incepted earlier than PWTAX: FBONX (4 years) vs PWTAX (31 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. PWTAX (65.00). FBONX has a lower initial minimum investment than PWTAX: FBONX (250) vs PWTAX (1000). FBONX annual gain was more profitable for investors over the last year : 24.74 vs. PWTAX (19.23).
| FBONX | PWTAX | FBONX / PWTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | 14.251 | 11.512 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 232M | 101,724% |
| Annual Yield % from dividends | 2.50 | 1.32 | 190% |
| Returns for 1 year | 24.74 | 19.23 | 129% |
| Returns for 3 years | 17.33 | -10.91 | -159% |
| Returns for 5 years | N/A | 14.76 | - |
| Returns for 10 years | N/A | 39.35 | - |