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FBONX vs VWELX
FBONX vs VWELX Comparison
Open Charts FBONX vs VWELX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Wellington™ I
Price$46.57
Change-$0.38 (-0.81%)
VolumeN/A
CapitalizationN/A
FBONX vs VWELX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. VWELX (112B). FBONX pays higher dividends than VWELX: FBONX (2.50) vs VWELX (2.11). FBONX was incepted earlier than VWELX: FBONX (4 years) vs VWELX (95 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. VWELX (39.00). FBONX has a lower initial minimum investment than VWELX: FBONX (250) vs VWELX (3000). FBONX annual gain was more profitable for investors over the last year : 21.23 vs. VWELX (14.72).
| FBONX | VWELX | FBONX / VWELX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 95 years | - |
| Gain YTD | 14.314 | 13.625 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 112B | 211% |
| Annual Yield % from dividends | 2.50 | 2.11 | 118% |
| Returns for 1 year | 21.23 | 14.72 | 144% |
| Returns for 3 years | 12.91 | -5.97 | -216% |
| Returns for 5 years | N/A | 11.96 | - |
| Returns for 10 years | N/A | 26.59 | - |