Interact to see
Advertisement
Advertisement
AFMBX vs FBAFX
AFMBX vs FBAFX Comparison
Open Charts AFMBX vs FBAFX
American Funds American Balanced F3
Price$37.19
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
AFMBX vs FBAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
AFMBX (254B) and FBAFX (254B) have equal amount of cash in the bank . AFMBX (2.15) and FBAFX (2.06) 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 (10.62) and FBAFX (10.54) have marching annual gain over last year.
| 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 | 9.206 | 9.185 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 254B | 100% |
| Annual Yield % from dividends | 2.15 | 2.06 | 104% |
| Returns for 1 year | 10.62 | 10.54 | 101% |
| Returns for 3 years | 35.92 | 36.84 | 97% |
| Returns for 5 years | 41.65 | N/A | - |
| Returns for 10 years | N/A | N/A | - |