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ABPZX vs FBONX
ABPZX vs FBONX Comparison
Open Charts ABPZX vs FBONX
AB Sustainable Thematic Balanced Port Z
Price$12.99
Change-$0.15 (-1.14%)
VolumeN/A
Net Assets87.4M
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
ABPZX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. ABPZX (87.4M). FBONX pays higher dividends than ABPZX: FBONX (1.97) vs ABPZX (1.47). ABPZX was incepted earlier than FBONX: ABPZX (4 years) vs FBONX (5 years). ABPZX (0.91) is less costly to investors than FBONX (0.30). ABPZX is a more actively managed with annual turnover of: 53.00 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 : 10.27 vs. ABPZX (4.42).
| ABPZX | FBONX | ABPZX / FBONX | |
| Total Expense Ratio | 0.75 | 0.30 | 250% |
| Annual Report Gross Expense Ratio | 0.91 | 0.30 | 303% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 7.355 | 16.506 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.4M | 269B | 0% |
| Annual Yield % from dividends | 1.47 | 1.97 | 75% |
| Returns for 1 year | 4.42 | 10.27 | 43% |
| Returns for 3 years | 24.75 | 45.55 | 54% |
| Returns for 5 years | N/A | 45.24 | - |
| Returns for 10 years | N/A | N/A | - |
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