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FBAFX vs THPBX
FBAFX vs THPBX Comparison
Open Charts FBAFX vs THPBX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
BNY Mellon Balanced Opportunity J
Price$24.89
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets283.35M
FBAFX vs THPBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. THPBX (283M). FBAFX pays higher dividends than THPBX: FBAFX (2.06) vs THPBX (1.38). FBAFX was incepted earlier than THPBX: FBAFX (5 years) vs THPBX (38 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 : 8.12 vs. THPBX (4.55).
| 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 | 38 years | - |
| Gain YTD | 8.217 | 6.005 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 283M | 89,046% |
| Annual Yield % from dividends | 2.06 | 1.38 | 149% |
| Returns for 1 year | 8.12 | 4.55 | 178% |
| Returns for 3 years | 37.19 | 23.07 | 161% |
| Returns for 5 years | N/A | 16.88 | - |
| Returns for 10 years | N/A | 23.55 | - |
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