Ad is loading...
FBONX vs PWTYX
FBONX vs PWTYX Comparison
Open Charts FBONX vs PWTYX
American Funds American Balanced 529-F-3
Price$34.25
Change-$0.12 (-0.35%)
VolumeN/A
Net Assets234.37B
UBS US Allocation P
Price$48.67
Change-$0.19 (-0.39%)
VolumeN/A
Net Assets205.88M
FBONX vs PWTYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. PWTYX (206M). FBONX pays higher dividends than PWTYX: FBONX (2.26) vs PWTYX (1.89). 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 : 4.95 vs. PWTYX (-0.45).
| 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 | 0.150 | -3.305 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 206M | 113,592% |
| Annual Yield % from dividends | 2.26 | 1.89 | 120% |
| Returns for 1 year | 4.95 | -0.45 | -1,103% |
| Returns for 3 years | 21.37 | 5.95 | 359% |
| Returns for 5 years | N/A | 12.84 | - |
| Returns for 10 years | N/A | 27.18 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...