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FBONX vs WWWEX
FBONX vs WWWEX Comparison
Open Charts FBONX vs WWWEX
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
Kinetics Global No Load
Price$17.21
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets66.22M
FBONX vs WWWEX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. WWWEX (66.2M). FBONX pays higher dividends than WWWEX: FBONX (2.05) vs WWWEX (0.91). FBONX was incepted earlier than WWWEX: FBONX (5 years) vs WWWEX (26 years). WWWEX (2.04) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. WWWEX (34.00). FBONX has a lower initial minimum investment than WWWEX: FBONX (250) vs WWWEX (2500). WWWEX annual gain was more profitable for investors over the last year : 39.24 vs. FBONX (10.27).
| FBONX | WWWEX | FBONX / WWWEX | |
| Total Expense Ratio | 0.30 | 1.39 | 22% |
| Annual Report Gross Expense Ratio | 0.30 | 2.04 | 15% |
| Fund Existence | 5 years | 26 years | - |
| Gain YTD | 11.583 | 7.495 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 66.2M | 391,239% |
| Annual Yield % from dividends | 2.05 | 0.91 | 226% |
| Returns for 1 year | 10.27 | 39.24 | 26% |
| Returns for 3 years | 42.21 | 111.88 | 38% |
| Returns for 5 years | N/A | 178.39 | - |
| Returns for 10 years | N/A | 274.08 | - |
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