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FBONX vs PWTYX
FBONX vs PWTYX Comparison
Open Charts FBONX vs PWTYX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
UBS US Allocation P
Price$52.75
Change+$0.28 (+0.53%)
VolumeN/A
Net Assets219.12M
FBONX vs PWTYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PWTYX (219M). FBONX pays higher dividends than PWTYX: FBONX (2.10) vs PWTYX (1.76). FBONX was incepted earlier than PWTYX: FBONX (5 years) vs PWTYX (32 years). PWTYX (0.77) is less costly to investors than FBONX (0.30). PWTYX is a more actively managed with annual turnover of: 58.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than PWTYX: FBONX (250) vs PWTYX (2000000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. PWTYX (3.60).
| FBONX | PWTYX | FBONX / PWTYX | |
| Total Expense Ratio | 0.30 | 0.77 | 39% |
| Annual Report Gross Expense Ratio | 0.30 | 0.77 | 39% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 8.208 | 4.393 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 219M | 115,068% |
| Annual Yield % from dividends | 2.10 | 1.76 | 119% |
| Returns for 1 year | 8.16 | 3.60 | 227% |
| Returns for 3 years | 37.33 | 20.27 | 184% |
| Returns for 5 years | N/A | 12.81 | - |
| Returns for 10 years | N/A | 38.85 | - |