FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
PWTYX
Price
$52.75
Change
+$0.28 (+0.53%)
Updated
Jul 3 closing price
Net Assets
219.12M
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FBONX vs PWTYX

Header iconFBONX vs PWTYX Comparison
Open Charts FBONX vs PWTYXBanner chart's image
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
UBS US Allocation P
Price$52.75
Change+$0.28 (+0.53%)
VolumeN/A
Net Assets219.12M
FBONX vs PWTYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PWTYX (219M). FBONX pays higher dividends than PWTYX: FBONX (2.10) vs PWTYX (1.76). 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 : 8.16 vs. PWTYX (3.60).
FBONXPWTYXFBONX / PWTYX
Total Expense Ratio0.300.7739%
Annual Report Gross Expense Ratio0.300.7739%
Fund Existence5 years32 years-
Gain YTD8.2084.393187%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B219M115,068%
Annual Yield % from dividends2.101.76119%
Returns for 1 year8.163.60227%
Returns for 3 years37.3320.27184%
Returns for 5 yearsN/A12.81-
Returns for 10 yearsN/A38.85-
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