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FBONX vs FWBTX
FBONX vs FWBTX Comparison
Open Charts FBONX vs FWBTX
American Funds American Balanced 529-F-3
Price$39.56
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Fidelity Advisor Multi-Asset Income C
Price$15.77
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets3.25B
FBONX vs FWBTX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 268B vs. FWBTX (3.25B). FWBTX pays higher dividends than FBONX: FWBTX (2.82) vs FBONX (1.97). FBONX was incepted earlier than FWBTX: FBONX (5 years) vs FWBTX (10 years). FWBTX (1.84) is less costly to investors than FBONX (0.30). FWBTX is a more actively managed with annual turnover of: 230.00 vs. FBONX (44.00). FWBTX has a lower initial minimum investment than FBONX: FWBTX (0) vs FBONX (250). FWBTX annual gain was more profitable for investors over the last year : 12.16 vs. FBONX (10.27). FWBTX (45.56) and FBONX (45.24) have equivalent 5 years return.
| FBONX | FWBTX | FBONX / FWBTX | |
| Total Expense Ratio | 0.30 | 1.84 | 16% |
| Annual Report Gross Expense Ratio | 0.30 | 1.84 | 16% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 16.506 | 14.909 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 3.25B | 8,251% |
| Annual Yield % from dividends | 1.97 | 2.82 | 70% |
| Returns for 1 year | 10.27 | 12.16 | 84% |
| Returns for 3 years | 45.55 | 38.53 | 118% |
| Returns for 5 years | 45.24 | 45.56 | 99% |
| Returns for 10 years | N/A | 103.70 | - |
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