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FBONX vs PWTYX
FBONX vs PWTYX Comparison
Open Charts FBONX vs PWTYX
American Funds American Balanced 529-F-3
Price$39.44
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
UBS US Allocation P
Price$56.95
Change+$0.39 (+0.69%)
VolumeN/A
Net Assets228.27M
FBONX vs PWTYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 268B vs. PWTYX (228M). FBONX pays higher dividends than PWTYX: FBONX (2.00) vs PWTYX (1.65). 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 : 11.30 vs. PWTYX (6.39).
| 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 | 16.153 | 12.705 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 228M | 117,544% |
| Annual Yield % from dividends | 2.00 | 1.65 | 121% |
| Returns for 1 year | 11.30 | 6.39 | 177% |
| Returns for 3 years | 50.97 | 32.06 | 159% |
| Returns for 5 years | N/A | 10.89 | - |
| Returns for 10 years | N/A | 50.73 | - |
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