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AFMBX vs FBONX
AFMBX vs FBONX Comparison
Open Charts AFMBX vs FBONX
American Funds American Balanced F3
Price$37.63
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
American Funds American Balanced 529-F-3
Price$37.64
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
AFMBX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AFMBX (269B) and FBONX (269B) have equal amount of cash in the bank . AFMBX (1.98) and FBONX (1.93) have matching dividends . AFMBX was incepted earlier than FBONX: AFMBX (9 years) vs FBONX (5 years). FBONX (0.30) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than AFMBX: FBONX (250) vs AFMBX (1000000). AFMBX (9.46) and FBONX (9.42) have marching annual gain over last year. FBONX (38.32) and AFMBX (36.50) have equivalent 5 years return.
| AFMBX | FBONX | AFMBX / FBONX | |
| Total Expense Ratio | 0.25 | 0.30 | 83% |
| Annual Report Gross Expense Ratio | 0.25 | 0.30 | 83% |
| Fund Existence | 9 years | 5 years | - |
| Gain YTD | 10.898 | 10.852 | 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 | 1.93 | 102% |
| Returns for 1 year | 9.46 | 9.42 | 100% |
| Returns for 3 years | 38.95 | 38.77 | 100% |
| Returns for 5 years | 36.50 | 38.32 | 95% |
| Returns for 10 years | N/A | N/A | - |
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