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FBONX vs PCBKX
FBONX vs PCBKX Comparison
Open Charts FBONX vs PCBKX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Victory Pioneer Balanced R6
Price$11.58
Change+$0.05 (+0.43%)
VolumeN/A
Net Assets412.15M
FBONX vs PCBKX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. PCBKX (412M). PCBKX (2.16) and FBONX (2.10) have matching dividends . FBONX was incepted earlier than PCBKX: FBONX (5 years) vs PCBKX (10 years). PCBKX (0.64) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. PCBKX (33.00). FBONX has a lower initial minimum investment than PCBKX: FBONX (250) vs PCBKX (5000000). PCBKX (8.25) and FBONX (8.16) have marching annual gain over last year.
| FBONX | PCBKX | FBONX / PCBKX | |
| Total Expense Ratio | 0.30 | 0.64 | 47% |
| Annual Report Gross Expense Ratio | 0.30 | 0.64 | 47% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 8.208 | 6.712 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 412M | 61,165% |
| Annual Yield % from dividends | 2.10 | 2.16 | 97% |
| Returns for 1 year | 8.16 | 8.25 | 99% |
| Returns for 3 years | 37.33 | 34.86 | 107% |
| Returns for 5 years | N/A | 36.18 | - |
| Returns for 10 years | N/A | N/A | - |