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FBONX vs ITCSX
FBONX vs ITCSX Comparison
Open Charts FBONX vs ITCSX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
VY® T. Rowe Price Capital Apprec S
Price$29.39
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets6.69B
FBONX vs ITCSX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. ITCSX (6.69B). ITCSX pays higher dividends than FBONX: ITCSX (2.44) vs FBONX (2.18). FBONX was incepted earlier than ITCSX: FBONX (5 years) vs ITCSX (36 years). ITCSX (0.90) is less costly to investors than FBONX (0.30). ITCSX is a more actively managed with annual turnover of: 84.00 vs. FBONX (44.00). ITCSX has a lower initial minimum investment than FBONX: ITCSX (0) vs FBONX (250). ITCSX annual gain was more profitable for investors over the last year : 8.62 vs. FBONX (5.58).
| FBONX | ITCSX | FBONX / ITCSX | |
| Total Expense Ratio | 0.30 | 0.90 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.90 | 33% |
| Fund Existence | 5 years | 36 years | - |
| Gain YTD | 4.568 | 3.962 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 6.69B | 3,649% |
| Annual Yield % from dividends | 2.18 | 2.44 | 89% |
| Returns for 1 year | 5.58 | 8.62 | 65% |
| Returns for 3 years | 34.82 | 11.84 | 294% |
| Returns for 5 years | N/A | 8.29 | - |
| Returns for 10 years | N/A | 14.02 | - |
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