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FBONX vs PWTYX
FBONX vs PWTYX Comparison
Open Charts FBONX vs PWTYX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
UBS US Allocation P
Price$50.73
Change-$0.45 (-0.88%)
VolumeN/A
Net Assets211.64M
FBONX vs PWTYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. PWTYX (212M). FBONX pays higher dividends than PWTYX: FBONX (2.18) vs PWTYX (1.84). 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 : 5.58 vs. PWTYX (0.37).
| 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 | 4.568 | 0.396 | 1,154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 212M | 115,094% |
| Annual Yield % from dividends | 2.18 | 1.84 | 119% |
| Returns for 1 year | 5.58 | 0.37 | 1,519% |
| Returns for 3 years | 34.82 | 17.66 | 197% |
| Returns for 5 years | N/A | 11.04 | - |
| Returns for 10 years | N/A | 32.30 | - |
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