Interact to see
Advertisement
Advertisement
FBONX vs FWBTX
FBONX vs FWBTX Comparison
Open Charts FBONX vs FWBTX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Multi-Asset Income C
Price$15.62
Change+$0.11 (+0.71%)
VolumeN/A
Net Assets3.23B
FBONX vs FWBTX 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. FWBTX (3.23B). FWBTX pays higher dividends than FBONX: FWBTX (2.85) vs FBONX (1.93). 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). FBONX annual gain was more profitable for investors over the last year : 9.61 vs. FWBTX (8.04). FBONX return over 5 years is better than : 43.00 vs. FWBTX (37.86).
| 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 | 16.889 | 12.580 | 134% |
| Front Load | N/A | N/A | - |
| 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 | 2.85 | 68% |
| Returns for 1 year | 9.61 | 8.04 | 120% |
| Returns for 3 years | 42.16 | 31.01 | 136% |
| Returns for 5 years | 43.00 | 37.86 | 114% |
| Returns for 10 years | N/A | 96.59 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers