Interact to see
Advertisement
Advertisement
FBONX vs ITCTX
FBONX vs ITCTX Comparison
Open Charts FBONX vs ITCTX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
VY® T. Rowe Price Capital Apprec S2
Price$29.47
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets6.85B
FBONX vs ITCTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. ITCTX (6.85B). ITCTX pays higher dividends than FBONX: ITCTX (2.63) vs FBONX (2.10). FBONX was incepted earlier than ITCTX: FBONX (5 years) vs ITCTX (23 years). ITCTX (1.05) is less costly to investors than FBONX (0.30). ITCTX is a more actively managed with annual turnover of: 84.00 vs. FBONX (44.00). ITCTX has a lower initial minimum investment than FBONX: ITCTX (0) vs FBONX (250). ITCTX annual gain was more profitable for investors over the last year : 10.29 vs. FBONX (8.16).
| FBONX | ITCTX | FBONX / ITCTX | |
| Total Expense Ratio | 0.30 | 1.05 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.05 | 29% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 8.208 | 6.544 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 6.85B | 3,678% |
| Annual Yield % from dividends | 2.10 | 2.63 | 80% |
| Returns for 1 year | 8.16 | 10.29 | 79% |
| Returns for 3 years | 37.33 | 11.51 | 324% |
| Returns for 5 years | N/A | 8.15 | - |
| Returns for 10 years | N/A | 14.35 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement