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FBONX vs FIWBX
FBONX vs FIWBX Comparison
Open Charts FBONX vs FIWBX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Multi-Asset Income Z
Price$15.54
Change-$0.27 (-1.71%)
VolumeN/A
Net Assets3.25B
FBONX vs FIWBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. FIWBX (3.25B). FIWBX pays higher dividends than FBONX: FIWBX (3.82) vs FBONX (1.97). FBONX was incepted earlier than FIWBX: FBONX (5 years) vs FIWBX (7 years). FIWBX (0.74) is less costly to investors than FBONX (0.30). FIWBX is a more actively managed with annual turnover of: 230.00 vs. FBONX (44.00). FIWBX has a lower initial minimum investment than FBONX: FIWBX (0) vs FBONX (250). FIWBX annual gain was more profitable for investors over the last year : 13.31 vs. FBONX (10.27). FIWBX return over 5 years is better than : 53.75 vs. FBONX (45.24).
| FBONX | FIWBX | FBONX / FIWBX | |
| Total Expense Ratio | 0.30 | 0.74 | 41% |
| Annual Report Gross Expense Ratio | 0.30 | 0.74 | 41% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 16.506 | 15.938 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 3.25B | 8,282% |
| Annual Yield % from dividends | 1.97 | 3.82 | 51% |
| Returns for 1 year | 10.27 | 13.31 | 77% |
| Returns for 3 years | 45.55 | 43.10 | 106% |
| Returns for 5 years | 45.24 | 53.75 | 84% |
| Returns for 10 years | N/A | N/A | - |
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