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FBONX vs PWTAX
FBONX vs PWTAX Comparison
Open Charts FBONX vs PWTAX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
UBS US Allocation A
Price$49.14
Change-$0.43 (-0.87%)
VolumeN/A
Net Assets211.64M
FBONX vs PWTAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. PWTAX (212M). FBONX pays higher dividends than PWTAX: FBONX (2.18) vs PWTAX (1.62). FBONX was incepted earlier than PWTAX: FBONX (5 years) vs PWTAX (32 years). PWTAX (1.04) is less costly to investors than FBONX (0.30). PWTAX is a more actively managed with annual turnover of: 58.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than PWTAX: FBONX (250) vs PWTAX (1000). FBONX annual gain was more profitable for investors over the last year : 5.58 vs. PWTAX (-0.08).
| FBONX | PWTAX | FBONX / PWTAX | |
| Total Expense Ratio | 0.30 | 1.04 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.04 | 29% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 4.568 | 0.306 | 1,492% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 212M | 115,094% |
| Annual Yield % from dividends | 2.18 | 1.62 | 135% |
| Returns for 1 year | 5.58 | -0.08 | -6,637% |
| Returns for 3 years | 34.82 | 16.26 | 214% |
| Returns for 5 years | N/A | 8.61 | - |
| Returns for 10 years | N/A | 27.37 | - |
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