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FBAFX vs FKIQX
FBAFX vs FKIQX Comparison
Open Charts FBAFX vs FKIQX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Franklin Income A
Price$2.48
Change+$0.01 (+0.40%)
VolumeN/A
Net Assets76.58B
FBAFX vs FKIQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. FKIQX (76.6B). FKIQX pays higher dividends than FBAFX: FKIQX (5.20) vs FBAFX (1.90). FBAFX was incepted earlier than FKIQX: FBAFX (5 years) vs FKIQX (7 years). FKIQX (0.72) is less costly to investors than FBAFX (0.34). FKIQX is a more actively managed with annual turnover of: 49.72 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than FKIQX: FBAFX (250) vs FKIQX (1000). FBAFX annual gain was more profitable for investors over the last year : 10.04 vs. FKIQX (8.13). FBAFX return over 5 years is better than : 42.47 vs. FKIQX (38.96).
| FBAFX | FKIQX | FBAFX / FKIQX | |
| Total Expense Ratio | 0.34 | 0.71 | 48% |
| Annual Report Gross Expense Ratio | 0.34 | 0.72 | 47% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 17.387 | 10.893 | 160% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 76.6B | 351% |
| Annual Yield % from dividends | 1.90 | 5.20 | 37% |
| Returns for 1 year | 10.04 | 8.13 | 123% |
| Returns for 3 years | 42.67 | 26.04 | 164% |
| Returns for 5 years | 42.47 | 38.96 | 109% |
| Returns for 10 years | N/A | N/A | - |
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