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FBONX vs PWTAX
FBONX vs PWTAX Comparison
Open Charts FBONX vs PWTAX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
UBS US Allocation A
Price$51.09
Change+$0.27 (+0.53%)
VolumeN/A
Net Assets219.12M
FBONX vs PWTAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PWTAX (219M). FBONX pays higher dividends than PWTAX: FBONX (2.10) vs PWTAX (1.56). 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 : 8.16 vs. PWTAX (3.14).
| 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 | 8.208 | 4.287 | 191% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 219M | 115,068% |
| Annual Yield % from dividends | 2.10 | 1.56 | 135% |
| Returns for 1 year | 8.16 | 3.14 | 260% |
| Returns for 3 years | 37.33 | 18.85 | 198% |
| Returns for 5 years | N/A | 10.34 | - |
| Returns for 10 years | N/A | 33.67 | - |