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FBONX vs ITRIX
FBONX vs ITRIX Comparison
Open Charts FBONX vs ITRIX
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 I
Price$29.38
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets6.69B
FBONX vs ITRIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. ITRIX (6.69B). ITRIX pays higher dividends than FBONX: ITRIX (2.85) vs FBONX (2.18). FBONX was incepted earlier than ITRIX: FBONX (5 years) vs ITRIX (22 years). ITRIX (0.65) is less costly to investors than FBONX (0.30). ITRIX is a more actively managed with annual turnover of: 84.00 vs. FBONX (44.00). ITRIX has a lower initial minimum investment than FBONX: ITRIX (0) vs FBONX (250). ITRIX annual gain was more profitable for investors over the last year : 8.87 vs. FBONX (5.58).
| FBONX | ITRIX | FBONX / ITRIX | |
| Total Expense Ratio | 0.30 | 0.65 | 46% |
| Annual Report Gross Expense Ratio | 0.30 | 0.65 | 46% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 4.568 | 4.074 | 112% |
| 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 | 2.85 | 77% |
| Returns for 1 year | 5.58 | 8.87 | 63% |
| Returns for 3 years | 34.82 | 12.68 | 275% |
| Returns for 5 years | N/A | 9.70 | - |
| Returns for 10 years | N/A | 17.03 | - |
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