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FBONX vs ITRAX
FBONX vs ITRAX Comparison
Open Charts FBONX vs ITRAX
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 A
Price$27.40
Change-$0.21 (-0.76%)
VolumeN/A
Net Assets6.69B
FBONX vs ITRAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. ITRAX (6.69B). FBONX pays higher dividends than ITRAX: FBONX (2.18) vs ITRAX (1.34). FBONX was incepted earlier than ITRAX: FBONX (5 years) vs ITRAX (22 years). ITRAX (1.25) is less costly to investors than FBONX (0.30). ITRAX is a more actively managed with annual turnover of: 84.00 vs. FBONX (44.00). ITRAX has a lower initial minimum investment than FBONX: ITRAX (0) vs FBONX (250). ITRAX annual gain was more profitable for investors over the last year : 8.09 vs. FBONX (5.58).
| FBONX | ITRAX | FBONX / ITRAX | |
| Total Expense Ratio | 0.30 | 1.25 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.25 | 24% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 4.568 | 3.788 | 121% |
| 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 | 1.34 | 163% |
| Returns for 1 year | 5.58 | 8.09 | 69% |
| Returns for 3 years | 34.82 | 8.42 | 413% |
| Returns for 5 years | N/A | 3.02 | - |
| Returns for 10 years | N/A | 4.92 | - |
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