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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
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 A
Price$16.01
Change+$0.13 (+0.82%)
VolumeN/A
Net Assets3.39B
FBONX vs FWATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. FWATX (3.39B). FWATX pays higher dividends than FBONX: FWATX (3.43) vs FBONX (2.14). FBONX was incepted earlier than FWATX: FBONX (5 years) vs FWATX (10 years). FWATX (1.09) is less costly to investors than FBONX (0.30). FWATX is a more actively managed with annual turnover of: 230.00 vs. FBONX (44.00). FWATX has a lower initial minimum investment than FBONX: FWATX (0) vs FBONX (250). FWATX annual gain was more profitable for investors over the last year : 14.67 vs. FBONX (11.66). FBONX (39.41) and FWATX (39.01) have equivalent 5 years return.
| FBONX | FWATX | FBONX / FWATX | |
| Total Expense Ratio | 0.30 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.09 | 28% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 2.481 | 3.362 | 74% |
| Front Load | N/A | 4% | - |
| 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 | 3.43 | 62% |
| Returns for 1 year | 11.66 | 14.67 | 79% |
| Returns for 3 years | 37.96 | 33.88 | 112% |
| Returns for 5 years | 39.41 | 39.01 | 101% |
| Returns for 10 years | N/A | 133.54 | - |
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