Interact to see
Advertisement
Advertisement
FBONX vs KGLCX
FBONX vs KGLCX Comparison
Open Charts FBONX vs KGLCX
American Funds American Balanced 529-F-3
Price$38.17
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
Kinetics Global Adv C
Price$15.71
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets66.51M
FBONX vs KGLCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. KGLCX (66.5M). FBONX pays higher dividends than KGLCX: FBONX (2.05) vs KGLCX (0.34). FBONX was incepted earlier than KGLCX: FBONX (5 years) vs KGLCX (17 years). KGLCX (2.79) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. KGLCX (34.00). FBONX has a lower initial minimum investment than KGLCX: FBONX (250) vs KGLCX (2500). KGLCX annual gain was more profitable for investors over the last year : 40.40 vs. FBONX (12.07).
| FBONX | KGLCX | FBONX / KGLCX | |
| Total Expense Ratio | 0.30 | 2.14 | 14% |
| Annual Report Gross Expense Ratio | 0.30 | 2.79 | 11% |
| Fund Existence | 5 years | 17 years | - |
| Gain YTD | 12.023 | 7.235 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 66.5M | 389,474% |
| Annual Yield % from dividends | 2.05 | 0.34 | 605% |
| Returns for 1 year | 12.07 | 40.40 | 30% |
| Returns for 3 years | 39.46 | 105.30 | 37% |
| Returns for 5 years | N/A | 169.83 | - |
| Returns for 10 years | N/A | 250.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement