Interact to see
Advertisement
Advertisement
AFMBX vs FBAFX
AFMBX vs FBAFX Comparison
Open Charts AFMBX vs FBAFX
American Funds American Balanced F3
Price$38.40
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
AFMBX vs FBAFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
AFMBX (270B) and FBAFX (270B) have equal amount of cash in the bank . AFMBX (2.19) and FBAFX (2.11) 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 (11.72) and FBAFX (11.64) have marching annual gain over last year. FBAFX (39.18) and AFMBX (37.59) 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 | 2.482 | 2.481 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 270B | 100% |
| Annual Yield % from dividends | 2.19 | 2.11 | 104% |
| Returns for 1 year | 11.72 | 11.64 | 101% |
| Returns for 3 years | 38.20 | 37.86 | 101% |
| Returns for 5 years | 37.59 | 39.18 | 96% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HTD | 24.79 | 0.25 | +1.02% |
| John Hancock Tax-Advantaged Dividend Income Fund | |||
| LKOR | 42.35 | 0.02 | +0.04% |
| FlexShares Crdt-Scrd US Lng Corp Bd ETF | |||
| WTMF | 38.59 | -0.03 | -0.08% |
| WisdomTree Managed Futures Strategy ETF | |||
| VTI | 339.85 | -2.63 | -0.77% |
| Vanguard Total Stock Market ETF | |||
| TQQY | 15.29 | -0.35 | -2.21% |
| GraniteShares YieldBOOST QQQ ETF | |||