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$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Fidelity Advisor Multi-Asset Income A
Price$15.72
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets3.15B
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: 265B vs. FWATX (3.15B). FWATX pays higher dividends than FBONX: FWATX (3.51) vs FBONX (2.00). 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 : 13.78 vs. FBONX (9.00).
| 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 | 14.886 | 14.705 | 101% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 3.15B | 8,426% |
| Annual Yield % from dividends | 2.00 | 3.51 | 57% |
| Returns for 1 year | 9.00 | 13.78 | 65% |
| Returns for 3 years | 52.65 | 44.11 | 119% |
| Returns for 5 years | N/A | 52.53 | - |
| Returns for 10 years | N/A | 115.67 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers