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CLBFX vs FBONX
CLBFX vs FBONX Comparison
Open Charts CLBFX vs FBONX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
American Funds American Balanced 529-F-3
Price$39.76
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
CLBFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX (271B) and CLBFX (269B) have equal amount of cash in the bank . FBONX pays higher dividends than CLBFX: FBONX (1.93) vs CLBFX (1.83). CLBFX was incepted earlier than FBONX: CLBFX (23 years) vs FBONX (5 years). CLBFX (0.67) is less costly to investors than FBONX (0.30). CLBFX (44.00) and FBONX (44.00) have comparable annual turnover. CLBFX (250) and FBONX (250) have matching initial minimum investment requirements. FBONX (9.61) and CLBFX (9.42) have marching annual gain over last year. FBONX (43.00) and CLBFX (42.06) have equivalent 5 years return.
| CLBFX | FBONX | CLBFX / FBONX | |
| Total Expense Ratio | 0.67 | 0.30 | 223% |
| Annual Report Gross Expense Ratio | 0.67 | 0.30 | 223% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 16.745 | 16.889 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 271B | 99% |
| Annual Yield % from dividends | 1.83 | 1.93 | 95% |
| Returns for 1 year | 9.42 | 9.61 | 98% |
| Returns for 3 years | 41.56 | 42.16 | 99% |
| Returns for 5 years | 42.06 | 43.00 | 98% |
| Returns for 10 years | 90.52 | N/A | - |
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