Interact to see
Advertisement
Advertisement
FBONX vs IMDRX
FBONX vs IMDRX Comparison
Open Charts FBONX vs IMDRX
American Funds American Balanced 529-F-3
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Transamerica Asset Allocation Mod R
Price$12.55
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.11B
FBONX vs IMDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. IMDRX (1.12B). FBONX pays higher dividends than IMDRX: FBONX (2.08) vs IMDRX (1.87). FBONX was incepted earlier than IMDRX: FBONX (5 years) vs IMDRX (19 years). IMDRX (1.33) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. IMDRX (17.00). IMDRX has a lower initial minimum investment than FBONX: IMDRX (0) vs FBONX (250). FBONX (8.28) and IMDRX (7.93) have marching annual gain over last year.
| FBONX | IMDRX | FBONX / IMDRX | |
| Total Expense Ratio | 0.30 | 1.33 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.33 | 23% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 9.939 | 9.511 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.12B | 22,960% |
| Annual Yield % from dividends | 2.08 | 1.87 | 111% |
| Returns for 1 year | 8.28 | 7.93 | 104% |
| Returns for 3 years | 31.70 | 21.93 | 145% |
| Returns for 5 years | N/A | 16.89 | - |
| Returns for 10 years | N/A | 15.08 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement