Interact to see
Advertisement
Advertisement
FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
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 A
Price$15.61
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets3.23B
FBONX vs FWATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. FWATX (3.23B). FWATX pays higher dividends than FBONX: FWATX (3.55) vs FBONX (1.93). 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 : 12.89 vs. FBONX (9.38). FWATX return over 5 years is better than : 42.55 vs. FBONX (38.47).
| 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 | 10.969 | 14.359 | 76% |
| Front Load | N/A | 4% | - |
| 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 | 3.55 | 54% |
| Returns for 1 year | 9.38 | 12.89 | 73% |
| Returns for 3 years | 39.16 | 40.36 | 97% |
| Returns for 5 years | 38.47 | 42.55 | 90% |
| Returns for 10 years | N/A | 117.11 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement