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FBONX vs IMOAX
FBONX vs IMOAX Comparison
Open Charts FBONX vs IMOAX
American Funds American Balanced 529-F-3
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Transamerica Asset Allocation Mod A
Price$12.63
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets1.11B
FBONX vs IMOAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. IMOAX (1.12B). FBONX pays higher dividends than IMOAX: FBONX (2.08) vs IMOAX (1.87). FBONX was incepted earlier than IMOAX: FBONX (5 years) vs IMOAX (23 years). IMOAX (1.08) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. IMOAX (17.00). FBONX has a lower initial minimum investment than IMOAX: FBONX (250) vs IMOAX (1000). FBONX (8.28) and IMOAX (8.26) have marching annual gain over last year.
| FBONX | IMOAX | FBONX / IMOAX | |
| Total Expense Ratio | 0.30 | 1.08 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.08 | 28% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 9.939 | 9.731 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| 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 | 8.26 | 100% |
| Returns for 3 years | 31.70 | 22.69 | 140% |
| Returns for 5 years | N/A | 18.13 | - |
| Returns for 10 years | N/A | 17.25 | - |
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