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CTLFX vs FBONX
CTLFX vs FBONX Comparison
Open Charts CTLFX vs FBONX
American Funds College 2033 529F1
Price$13.47
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets4.3B
American Funds American Balanced 529-F-3
Price$38.36
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
CTLFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. CTLFX (4.3B). CTLFX pays higher dividends than FBONX: CTLFX (2.97) vs FBONX (2.14). CTLFX was incepted earlier than FBONX: CTLFX (11 years) vs FBONX (5 years). CTLFX (0.74) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. CTLFX (9.00). CTLFX (250) and FBONX (250) have matching initial minimum investment requirements. FBONX annual gain was more profitable for investors over the last year : 11.01 vs. CTLFX (8.50). FBONX return over 5 years is better than : 39.09 vs. CTLFX (12.88).
| CTLFX | FBONX | CTLFX / FBONX | |
| Total Expense Ratio | 0.74 | 0.30 | 247% |
| Annual Report Gross Expense Ratio | 0.74 | 0.30 | 247% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 1.660 | 2.348 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3B | 270B | 2% |
| Annual Yield % from dividends | 2.97 | 2.14 | 139% |
| Returns for 1 year | 8.50 | 11.01 | 77% |
| Returns for 3 years | 32.55 | 37.78 | 86% |
| Returns for 5 years | 12.88 | 39.09 | 33% |
| Returns for 10 years | 83.82 | N/A | - |
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