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FBONX vs FWATX
FBONX vs FWATX Comparison
Open Charts FBONX vs FWATX
American Funds American Balanced 529-F-3
Price$39.80
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Multi-Asset Income A
Price$15.65
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets3.23B
FBONX vs FWATX Comparison Chart in %
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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). FBONX (10.08) and FWATX (9.83) have marching annual gain over last year. FWATX (43.21) and FBONX (42.77) 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 | 17.419 | 14.359 | 121% |
| 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 | 10.08 | 9.83 | 103% |
| Returns for 3 years | 42.81 | 35.26 | 121% |
| Returns for 5 years | 42.77 | 43.21 | 99% |
| Returns for 10 years | N/A | 113.89 | - |
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