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AFMBX vs FBAFX
AFMBX vs FBAFX Comparison
Open Charts AFMBX vs FBAFX
American Funds American Balanced F3
Price$39.55
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
American Funds American Balanced 529-F-2
Price$39.57
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
AFMBX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AFMBX (268B) and FBAFX (268B) have equal amount of cash in the bank . AFMBX (2.02) and FBAFX (1.94) have matching dividends . AFMBX was incepted earlier than FBAFX: AFMBX (9 years) vs FBAFX (5 years). FBAFX (0.34) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and FBAFX (44.00) have comparable annual turnover. FBAFX has a lower initial minimum investment than AFMBX: FBAFX (250) vs AFMBX (1000000). AFMBX (10.33) and FBAFX (10.25) have marching annual gain over last year. FBAFX (44.98) and AFMBX (43.33) have equivalent 5 years return.
| AFMBX | FBAFX | AFMBX / FBAFX | |
| Total Expense Ratio | 0.25 | 0.34 | 74% |
| Annual Report Gross Expense Ratio | 0.25 | 0.34 | 74% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 16.556 | 16.503 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 268B | 100% |
| Annual Yield % from dividends | 2.02 | 1.94 | 104% |
| Returns for 1 year | 10.33 | 10.25 | 101% |
| Returns for 3 years | 44.91 | 45.39 | 99% |
| Returns for 5 years | 43.33 | 44.98 | 96% |
| Returns for 10 years | N/A | N/A | - |
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