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FBAFX vs THPBX
FBAFX vs THPBX Comparison
Open Charts FBAFX vs THPBX
American Funds American Balanced 529-F-2
Price$38.17
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets259.11B
BNY Mellon Balanced Opportunity J
Price$25.58
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets287.8M
FBAFX vs THPBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 259B vs. THPBX (288M). FBAFX pays higher dividends than THPBX: FBAFX (2.01) vs THPBX (1.34). FBAFX was incepted earlier than THPBX: FBAFX (5 years) vs THPBX (39 years). THPBX (1.01) is less costly to investors than FBAFX (0.34). THPBX (46.25) and FBAFX (44.00) have comparable annual turnover. FBAFX has a lower initial minimum investment than THPBX: FBAFX (250) vs THPBX (1000). FBAFX annual gain was more profitable for investors over the last year : 12.03 vs. THPBX (6.54).
| FBAFX | THPBX | FBAFX / THPBX | |
| Total Expense Ratio | 0.34 | 0.90 | 38% |
| Annual Report Gross Expense Ratio | 0.34 | 1.01 | 34% |
| Fund Existence | 5 years | 39 years | - |
| Gain YTD | 12.002 | 8.646 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 288M | 89,931% |
| Annual Yield % from dividends | 2.01 | 1.34 | 150% |
| Returns for 1 year | 12.03 | 6.54 | 184% |
| Returns for 3 years | 39.32 | 25.16 | 156% |
| Returns for 5 years | N/A | 12.57 | - |
| Returns for 10 years | N/A | 30.42 | - |
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