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FBONX vs FOBAX
FBONX vs FOBAX Comparison
Open Charts FBONX vs FOBAX
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).
| FBONX | FOBAX | FBONX / FOBAX | |
| Total Expense Ratio | 0.30 | 0.95 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 1.31 | 23% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 8.208 | 4.259 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 82.6M | 305,085% |
| Annual Yield % from dividends | 2.10 | 1.24 | 169% |
| Returns for 1 year | 8.16 | 3.50 | 233% |
| Returns for 3 years | 37.33 | 22.52 | 166% |
| Returns for 5 years | N/A | 20.58 | - |
| Returns for 10 years | N/A | 28.65 | - |
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