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APWIX vs FBONX
APWIX vs FBONX Comparison
Open Charts APWIX vs FBONX
AB Sustainable Thematic Bal Port I
Price$13.32
Change+$0.07 (+0.53%)
VolumeN/A
Net Assets85.76M
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
APWIX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. APWIX (85.8M). FBONX pays higher dividends than APWIX: FBONX (1.93) vs APWIX (1.38). APWIX was incepted earlier than FBONX: APWIX (21 years) vs FBONX (5 years). APWIX (0.95) is less costly to investors than FBONX (0.30). APWIX is a more actively managed with annual turnover of: 53.00 vs. FBONX (44.00). APWIX has a lower initial minimum investment than FBONX: APWIX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 10.08 vs. APWIX (4.07). FBONX return over 5 years is better than : 42.77 vs. APWIX (9.90).
| APWIX | FBONX | APWIX / FBONX | |
| Total Expense Ratio | 0.75 | 0.30 | 250% |
| Annual Report Gross Expense Ratio | 0.95 | 0.30 | 317% |
| Fund Existence | 21 years | 5 years | - |
| Gain YTD | 7.767 | 17.419 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.8M | 269B | 0% |
| Annual Yield % from dividends | 1.38 | 1.93 | 71% |
| Returns for 1 year | 4.07 | 10.08 | 40% |
| Returns for 3 years | 21.06 | 42.81 | 49% |
| Returns for 5 years | 9.90 | 42.77 | 23% |
| Returns for 10 years | 29.85 | N/A | - |
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