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FBONX vs FOBPX
FBONX vs FOBPX Comparison
Open Charts FBONX vs FOBPX
American Funds American Balanced 529-F-3
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Tributary Balanced Instl Plus
Price$20.71
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets83.16M
FBONX vs FOBPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. FOBPX (83.2M). FBONX pays higher dividends than FOBPX: FBONX (2.08) vs FOBPX (1.49). 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 : 8.28 vs. FOBPX (5.03).
| 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 | 9.939 | 6.535 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 83.2M | 307,692% |
| Annual Yield % from dividends | 2.08 | 1.49 | 140% |
| Returns for 1 year | 8.28 | 5.03 | 164% |
| Returns for 3 years | 31.70 | 17.19 | 184% |
| Returns for 5 years | N/A | 17.95 | - |
| Returns for 10 years | N/A | 32.62 | - |
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