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FBONX vs WWWEX
FBONX vs WWWEX Comparison
Open Charts FBONX vs WWWEX
American Funds American Balanced 529-F-3
Price$33.83
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Kinetics Global No Load
Price$16.95
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets62.73M
FBONX vs WWWEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 231B vs. WWWEX (62.7M). FBONX pays higher dividends than WWWEX: FBONX (2.26) vs WWWEX (0.95). FBONX was incepted earlier than WWWEX: FBONX (4 years) vs WWWEX (25 years). WWWEX (2.13) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. WWWEX (16.00). FBONX has a lower initial minimum investment than WWWEX: FBONX (250) vs WWWEX (2500). WWWEX annual gain was more profitable for investors over the last year : 47.03 vs. FBONX (5.17).
| FBONX | WWWEX | FBONX / WWWEX | |
| Total Expense Ratio | 0.30 | 1.39 | 22% |
| Annual Report Gross Expense Ratio | 0.30 | 2.13 | 14% |
| Fund Existence | 4 years | 25 years | - |
| Gain YTD | -1.078 | 5.871 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 62.7M | 368,421% |
| Annual Yield % from dividends | 2.26 | 0.95 | 237% |
| Returns for 1 year | 5.17 | 47.03 | 11% |
| Returns for 3 years | 18.71 | 96.74 | 19% |
| Returns for 5 years | N/A | 194.76 | - |
| Returns for 10 years | N/A | 221.64 | - |
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