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FBONX vs FOBPX
FBONX vs FOBPX Comparison
Open Charts FBONX vs FOBPX
American Funds American Balanced 529-F-3
Price$39.56
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Tributary Balanced Instl Plus
Price$21.35
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets83.61M
FBONX vs FOBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 268B vs. FOBPX (83.6M). FBONX pays higher dividends than FOBPX: FBONX (1.97) vs FOBPX (1.44). FBONX was incepted earlier than FOBPX: FBONX (5 years) vs FOBPX (14 years). FOBPX (1.08) 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 : 10.27 vs. FOBPX (4.22). FBONX return over 5 years is better than : 45.24 vs. FOBPX (17.67).
| FBONX | FOBPX | FBONX / FOBPX | |
| Total Expense Ratio | 0.30 | 0.74 | 41% |
| Annual Report Gross Expense Ratio | 0.30 | 1.08 | 28% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 16.506 | 10.238 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 83.6M | 320,574% |
| Annual Yield % from dividends | 1.97 | 1.44 | 137% |
| Returns for 1 year | 10.27 | 4.22 | 244% |
| Returns for 3 years | 45.55 | 28.89 | 158% |
| Returns for 5 years | 45.24 | 17.67 | 256% |
| Returns for 10 years | N/A | 42.14 | - |
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