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FBAFX vs THPBX
FBAFX vs THPBX Comparison
Open Charts FBAFX vs THPBX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
BNY Mellon Balanced Opportunity J
Price$24.00
Change-$0.21 (-0.87%)
VolumeN/A
Net Assets275.46M
FBAFX vs THPBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. THPBX (275M). FBAFX pays higher dividends than THPBX: FBAFX (2.14) vs THPBX (1.43). 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 : 5.57 vs. THPBX (1.41).
| 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 | 4.578 | 2.215 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 275M | 88,727% |
| Annual Yield % from dividends | 2.14 | 1.43 | 149% |
| Returns for 1 year | 5.57 | 1.41 | 396% |
| Returns for 3 years | 34.68 | 21.09 | 164% |
| Returns for 5 years | N/A | 14.47 | - |
| Returns for 10 years | N/A | 17.53 | - |
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