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FBONX vs FISRX
FBONX vs FISRX Comparison
Open Charts FBONX vs FISRX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Franklin Income R
Price$2.41
Change-$0.01 (-0.41%)
VolumeN/A
Net Assets76.46B
FBONX vs FISRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. FISRX (76.5B). FISRX pays higher dividends than FBONX: FISRX (5.13) vs FBONX (1.97). FBONX was incepted earlier than FISRX: FBONX (5 years) vs FISRX (24 years). FISRX (0.97) is less costly to investors than FBONX (0.30). FISRX is a more actively managed with annual turnover of: 49.72 vs. FBONX (44.00). FBONX has a lower initial minimum investment than FISRX: FBONX (250) vs FISRX (1000). FBONX annual gain was more profitable for investors over the last year : 10.27 vs. FISRX (8.55). FBONX return over 5 years is better than : 45.24 vs. FISRX (41.30).
| FBONX | FISRX | FBONX / FISRX | |
| Total Expense Ratio | 0.30 | 0.96 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.97 | 31% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 16.506 | 10.434 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 269B | 76.5B | 352% |
| Annual Yield % from dividends | 1.97 | 5.13 | 38% |
| Returns for 1 year | 10.27 | 8.55 | 120% |
| Returns for 3 years | 45.55 | 28.12 | 162% |
| Returns for 5 years | 45.24 | 41.30 | 110% |
| Returns for 10 years | N/A | 75.75 | - |
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