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AFMBX vs FBAFX
AFMBX vs FBAFX Comparison
Open Charts AFMBX vs FBAFX
American Funds American Balanced F3
Price$39.86
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
AFMBX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AFMBX (269B) and FBAFX (269B) have equal amount of cash in the bank . AFMBX (1.98) and FBAFX (1.90) 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 (9.67) and FBAFX (9.57) have marching annual gain over last year. FBAFX (42.71) and AFMBX (41.12) 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 | 16.939 | 16.857 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 269B | 100% |
| Annual Yield % from dividends | 1.98 | 1.90 | 104% |
| Returns for 1 year | 9.67 | 9.57 | 101% |
| Returns for 3 years | 41.59 | 42.02 | 99% |
| Returns for 5 years | 41.12 | 42.71 | 96% |
| Returns for 10 years | N/A | N/A | - |
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