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FBONX vs FOBAX
FBONX vs FOBAX Comparison
Open Charts FBONX vs FOBAX
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets259.11B
Tributary Balanced Instl
Price$21.31
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets83.41M
FBONX vs FOBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. FOBAX (83.4M). FBONX pays higher dividends than FOBAX: FBONX (2.05) vs FOBAX (1.20). FBONX was incepted earlier than FOBAX: FBONX (5 years) vs FOBAX (29 years). FOBAX (1.32) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. FOBAX (22.00). 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 : 10.27 vs. FOBAX (6.34).
| FBONX | FOBAX | FBONX / FOBAX | |
| Total Expense Ratio | 0.30 | 0.91 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.32 | 23% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 11.583 | 7.435 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 83.4M | 310,552% |
| Annual Yield % from dividends | 2.05 | 1.20 | 170% |
| Returns for 1 year | 10.27 | 6.34 | 162% |
| Returns for 3 years | 42.21 | 25.82 | 163% |
| Returns for 5 years | N/A | 17.52 | - |
| Returns for 10 years | N/A | 37.35 | - |
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