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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
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 A
Price$15.53
Change-$0.27 (-1.71%)
VolumeN/A
Net Assets3.25B
FBONX vs FWATX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. FWATX (3.25B). FWATX pays higher dividends than FBONX: FWATX (3.51) vs FBONX (1.97). 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 : 13.23 vs. FBONX (9.08). FWATX return over 5 years is better than : 50.93 vs. FBONX (43.48).
| 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 | 15.092 | 15.455 | 98% |
| Front Load | N/A | 4% | - |
| 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 | 3.51 | 56% |
| Returns for 1 year | 9.08 | 13.23 | 69% |
| Returns for 3 years | 44.58 | 41.44 | 108% |
| Returns for 5 years | 43.48 | 50.93 | 85% |
| Returns for 10 years | N/A | 118.04 | - |
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