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FBONX vs PWTYX
FBONX vs PWTYX Comparison
Open Charts FBONX vs PWTYX
American Funds American Balanced 529-F-3
Price$38.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets263.25B
UBS US Allocation P
Price$55.68
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets225.74M
FBONX vs PWTYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. PWTYX (226M). FBONX pays higher dividends than PWTYX: FBONX (2.05) vs PWTYX (1.71). FBONX was incepted earlier than PWTYX: FBONX (5 years) vs PWTYX (32 years). PWTYX (0.77) is less costly to investors than FBONX (0.30). PWTYX is a more actively managed with annual turnover of: 58.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than PWTYX: FBONX (250) vs PWTYX (2000000). FBONX annual gain was more profitable for investors over the last year : 10.17 vs. PWTYX (5.82).
| FBONX | PWTYX | FBONX / PWTYX | |
| Total Expense Ratio | 0.30 | 0.77 | 39% |
| Annual Report Gross Expense Ratio | 0.30 | 0.77 | 39% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 13.767 | 10.212 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 226M | 116,372% |
| Annual Yield % from dividends | 2.05 | 1.71 | 120% |
| Returns for 1 year | 10.17 | 5.82 | 175% |
| Returns for 3 years | 45.68 | 27.17 | 168% |
| Returns for 5 years | N/A | 11.90 | - |
| Returns for 10 years | N/A | 50.24 | - |
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