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FBONX vs PWTYX
FBONX vs PWTYX Comparison
Open Charts FBONX vs PWTYX
American Funds American Balanced 529-F-3
Price$36.83
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets252.9B
UBS US Allocation P
Price$52.56
Change-$0.22 (-0.42%)
VolumeN/A
Net Assets218.57M
FBONX vs PWTYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 253B 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 : 7.09 vs. PWTYX (2.53).
| 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 | 8.090 | 4.453 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 219M | 115,525% |
| Annual Yield % from dividends | 2.10 | 1.76 | 119% |
| Returns for 1 year | 7.09 | 2.53 | 280% |
| Returns for 3 years | 38.29 | 20.60 | 186% |
| Returns for 5 years | N/A | 11.48 | - |
| Returns for 10 years | N/A | 37.13 | - |
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