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CTLFX vs FBONX
CTLFX vs FBONX Comparison
Open Charts CTLFX vs FBONX
American Funds College 2033 529F1
Price$13.30
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.23B
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
CTLFX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. CTLFX (4.23B). CTLFX pays higher dividends than FBONX: CTLFX (2.55) vs FBONX (1.93). CTLFX was incepted earlier than FBONX: CTLFX (11 years) vs FBONX (5 years). CTLFX (0.76) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. CTLFX (6.00). CTLFX (250) and FBONX (250) have matching initial minimum investment requirements. FBONX annual gain was more profitable for investors over the last year : 9.38 vs. CTLFX (5.64). FBONX return over 5 years is better than : 38.47 vs. CTLFX (11.60).
| CTLFX | FBONX | CTLFX / FBONX | |
| Total Expense Ratio | 0.76 | 0.30 | 253% |
| Annual Report Gross Expense Ratio | 0.76 | 0.30 | 253% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 6.571 | 10.969 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 269B | 2% |
| Annual Yield % from dividends | 2.55 | 1.93 | 132% |
| Returns for 1 year | 5.64 | 9.38 | 60% |
| Returns for 3 years | 33.05 | 39.16 | 84% |
| Returns for 5 years | 11.60 | 38.47 | 30% |
| Returns for 10 years | 62.24 | N/A | - |
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