Interact to see
Advertisement
Advertisement
FBONX vs FIWBX
FBONX vs FIWBX Comparison
Open Charts FBONX vs FIWBX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Multi-Asset Income Z
Price$16.01
Change+$0.12 (+0.76%)
VolumeN/A
Net Assets3.39B
FBONX vs FIWBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. FIWBX (3.39B). FIWBX pays higher dividends than FBONX: FIWBX (3.76) vs FBONX (2.14). 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 : 15.04 vs. FBONX (11.66). FIWBX (41.39) and FBONX (39.41) have equivalent 5 years return.
| 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 | 2.481 | 3.392 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 3.39B | 7,965% |
| Annual Yield % from dividends | 2.14 | 3.76 | 57% |
| Returns for 1 year | 11.66 | 15.04 | 78% |
| Returns for 3 years | 37.96 | 35.15 | 108% |
| Returns for 5 years | 39.41 | 41.39 | 95% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement