Interact to see
Advertisement
Advertisement
FBONX vs FOBPX
FBONX vs FOBPX Comparison
Open Charts FBONX vs FOBPX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Tributary Balanced Instl Plus
Price$20.52
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets83.08M
FBONX vs FOBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. FOBPX (83.1M). FBONX pays higher dividends than FOBPX: FBONX (2.10) vs FOBPX (1.51). FBONX was incepted earlier than FOBPX: FBONX (5 years) vs FOBPX (14 years). FOBPX (1.07) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). FBONX has a lower initial minimum investment than FOBPX: FBONX (250) vs FOBPX (5000000). FBONX annual gain was more profitable for investors over the last year : 10.59 vs. FOBPX (5.97).
| FBONX | FOBPX | FBONX / FOBPX | |
| Total Expense Ratio | 0.30 | 0.77 | 39% |
| Annual Report Gross Expense Ratio | 0.30 | 1.07 | 28% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 9.205 | 5.558 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 83.1M | 305,656% |
| Annual Yield % from dividends | 2.10 | 1.51 | 139% |
| Returns for 1 year | 10.59 | 5.97 | 177% |
| Returns for 3 years | 36.98 | 22.48 | 164% |
| Returns for 5 years | N/A | 20.22 | - |
| Returns for 10 years | N/A | 31.41 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement