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FBONX vs FIWBX
FBONX vs FIWBX Comparison
Open Charts FBONX vs FIWBX
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Multi-Asset Income Z
Price$15.62
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets3.23B
FBONX vs FIWBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. FIWBX (3.23B). FIWBX pays higher dividends than FBONX: FIWBX (3.88) vs FBONX (1.93). 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 : 13.25 vs. FBONX (9.38). FIWBX return over 5 years is better than : 44.98 vs. FBONX (38.47).
| 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 | 10.969 | 14.766 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 3.23B | 8,331% |
| Annual Yield % from dividends | 1.93 | 3.88 | 50% |
| Returns for 1 year | 9.38 | 13.25 | 71% |
| Returns for 3 years | 39.16 | 41.77 | 94% |
| Returns for 5 years | 38.47 | 44.98 | 86% |
| Returns for 10 years | N/A | N/A | - |
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