FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
FOBAX
Price
$20.68
Change
+$0.08 (+0.39%)
Updated
Jul 3 closing price
Net Assets
82.62M
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FBONX vs FOBAX

Header iconFBONX vs FOBAX Comparison
Open Charts FBONX vs FOBAXBanner chart's image
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Tributary Balanced Instl
Price$20.68
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets82.62M
FBONX vs FOBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. FOBAX (82.6M). FBONX pays higher dividends than FOBAX: FBONX (2.10) vs FOBAX (1.24). FBONX was incepted earlier than FOBAX: FBONX (5 years) vs FOBAX (29 years). FOBAX (1.31) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (19.00). FBONX has a lower initial minimum investment than FOBAX: FBONX (250) vs FOBAX (1000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. FOBAX (3.50).
FBONXFOBAXFBONX / FOBAX
Total Expense Ratio0.300.9532%
Annual Report Gross Expense Ratio0.301.3123%
Fund Existence5 years29 years-
Gain YTD8.2084.259193%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B82.6M305,085%
Annual Yield % from dividends2.101.24169%
Returns for 1 year8.163.50233%
Returns for 3 years37.3322.52166%
Returns for 5 yearsN/A20.58-
Returns for 10 yearsN/A28.65-
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