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ABPZX vs FBONX
ABPZX vs FBONX Comparison
Open Charts ABPZX vs FBONX
AB Sustainable Thematic Balanced Port Z
Price$12.66
Change-$0.35 (-2.69%)
VolumeN/A
Net Assets83.44M
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
ABPZX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. ABPZX (83.4M). FBONX pays higher dividends than ABPZX: FBONX (2.14) vs ABPZX (1.51). ABPZX was incepted earlier than FBONX: ABPZX (4 years) vs FBONX (5 years). ABPZX (0.94) is less costly to investors than FBONX (0.30). ABPZX is a more actively managed with annual turnover of: 51.00 vs. FBONX (44.00). ABPZX has a lower initial minimum investment than FBONX: ABPZX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 11.66 vs. ABPZX (5.35).
| ABPZX | FBONX | ABPZX / FBONX | |
| Total Expense Ratio | 0.76 | 0.30 | 253% |
| Annual Report Gross Expense Ratio | 0.94 | 0.30 | 313% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | -0.472 | 2.481 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 83.4M | 270B | 0% |
| Annual Yield % from dividends | 1.51 | 2.14 | 71% |
| Returns for 1 year | 5.35 | 11.66 | 46% |
| Returns for 3 years | 21.16 | 37.96 | 56% |
| Returns for 5 years | N/A | 39.41 | - |
| Returns for 10 years | N/A | N/A | - |
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