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FBONX vs FOBAX
FBONX vs FOBAX Comparison
Open Charts FBONX vs FOBAX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Tributary Balanced Instl
Price$20.91
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets83.08M
FBONX vs FOBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. FOBAX (83.1M). 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 (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 : 10.59 vs. FOBAX (5.86).
| 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 | 9.205 | 5.418 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 83.1M | 305,656% |
| Annual Yield % from dividends | 2.10 | 1.24 | 169% |
| Returns for 1 year | 10.59 | 5.86 | 181% |
| Returns for 3 years | 36.98 | 22.07 | 168% |
| Returns for 5 years | N/A | 19.66 | - |
| Returns for 10 years | N/A | 29.93 | - |
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