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FBAFX vs RLBAX
FBAFX vs RLBAX Comparison
Open Charts FBAFX vs RLBAX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
FBAFX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX (270B) and RLBAX (270B) have equal amount of cash in the bank . FBAFX pays higher dividends than RLBAX: FBAFX (2.11) vs RLBAX (1.22). FBAFX was incepted earlier than RLBAX: FBAFX (5 years) vs RLBAX (24 years). RLBAX (1.31) is less costly to investors than FBAFX (0.34). FBAFX (44.00) and RLBAX (44.00) have comparable annual turnover. FBAFX (250) and RLBAX (250) have matching initial minimum investment requirements. FBAFX annual gain was more profitable for investors over the last year : 11.64 vs. RLBAX (10.45). FBAFX return over 5 years is better than : 39.18 vs. RLBAX (31.35).
| FBAFX | RLBAX | FBAFX / RLBAX | |
| Total Expense Ratio | 0.34 | 1.31 | 26% |
| Annual Report Gross Expense Ratio | 0.34 | 1.31 | 26% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 2.481 | 2.371 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 270B | 100% |
| Annual Yield % from dividends | 2.11 | 1.22 | 173% |
| Returns for 1 year | 11.64 | 10.45 | 111% |
| Returns for 3 years | 37.86 | 33.63 | 113% |
| Returns for 5 years | 39.18 | 31.35 | 125% |
| Returns for 10 years | N/A | 79.34 | - |
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