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FBONX vs ITCTX
FBONX vs ITCTX Comparison
Open Charts FBONX vs ITCTX
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 S2
Price$28.73
Change-$0.23 (-0.79%)
VolumeN/A
Net Assets6.69B
FBONX vs ITCTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. ITCTX (6.69B). ITCTX pays higher dividends than FBONX: ITCTX (2.72) vs FBONX (2.18). 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 : 8.39 vs. FBONX (5.58).
| 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 | 4.568 | 3.868 | 118% |
| 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 | 2.72 | 80% |
| Returns for 1 year | 5.58 | 8.39 | 67% |
| Returns for 3 years | 34.82 | 10.92 | 319% |
| Returns for 5 years | N/A | 6.88 | - |
| Returns for 10 years | N/A | 11.41 | - |
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