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FBAFX vs WWWEX
FBAFX vs WWWEX Comparison
Open Charts FBAFX vs WWWEX
American Funds American Balanced 529-F-2
Price$38.02
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Kinetics Global No Load
Price$17.21
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets66.22M
FBAFX vs WWWEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 259B vs. WWWEX (66.2M). FBAFX pays higher dividends than WWWEX: FBAFX (2.01) vs WWWEX (0.91). FBAFX was incepted earlier than WWWEX: FBAFX (5 years) vs WWWEX (26 years). WWWEX (2.04) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. WWWEX (34.00). FBAFX has a lower initial minimum investment than WWWEX: FBAFX (250) vs WWWEX (2500). WWWEX annual gain was more profitable for investors over the last year : 39.24 vs. FBAFX (10.23).
| FBAFX | WWWEX | FBAFX / WWWEX | |
| Total Expense Ratio | 0.34 | 1.39 | 24% |
| Annual Report Gross Expense Ratio | 0.34 | 2.04 | 17% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 11.562 | 7.495 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 66.2M | 391,239% |
| Annual Yield % from dividends | 2.01 | 0.91 | 222% |
| Returns for 1 year | 10.23 | 39.24 | 26% |
| Returns for 3 years | 42.07 | 111.88 | 38% |
| Returns for 5 years | N/A | 178.39 | - |
| Returns for 10 years | N/A | 274.08 | - |
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