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FBONX vs RAMHX
FBONX vs RAMHX Comparison
Open Charts FBONX vs RAMHX
American Funds American Balanced 529-F-3
Price$38.43
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets269.72B
American Funds American Balanced R2E
Price$38.20
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets269.72B
FBONX vs RAMHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX (270B) and RAMHX (270B) have equal amount of cash in the bank . FBONX pays higher dividends than RAMHX: FBONX (2.19) vs RAMHX (1.52). FBONX was incepted earlier than RAMHX: FBONX (5 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than FBONX (0.30). FBONX (44.00) and RAMHX (44.00) have comparable annual turnover. FBONX (250) and RAMHX (250) have matching initial minimum investment requirements. FBONX annual gain was more profitable for investors over the last year : 14.98 vs. RAMHX (14.11). FBONX return over 5 years is better than : 40.08 vs. RAMHX (33.64).
| FBONX | RAMHX | FBONX / RAMHX | |
| Total Expense Ratio | 0.30 | 1.04 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.04 | 29% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 2.535 | 2.495 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 270B | 100% |
| Annual Yield % from dividends | 2.19 | 1.52 | 144% |
| Returns for 1 year | 14.98 | 14.11 | 106% |
| Returns for 3 years | 39.19 | 36.10 | 109% |
| Returns for 5 years | 40.08 | 33.64 | 119% |
| Returns for 10 years | N/A | 83.86 | - |
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