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FBONX vs RLBAX
FBONX vs RLBAX Comparison
Open Charts FBONX vs RLBAX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
American Funds American Balanced R1
Price$38.62
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets268.67B
FBONX vs RLBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX (269B) and RLBAX (269B) have equal amount of cash in the bank . FBONX pays higher dividends than RLBAX: FBONX (1.97) vs RLBAX (1.08). FBONX was incepted earlier than RLBAX: FBONX (5 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FBONX (0.30). FBONX (44.00) and RLBAX (44.00) have comparable annual turnover. FBONX (250) and RLBAX (250) have matching initial minimum investment requirements. FBONX annual gain was more profitable for investors over the last year : 9.08 vs. RLBAX (7.89). FBONX return over 5 years is better than : 43.48 vs. RLBAX (35.24).
| FBONX | RLBAX | FBONX / RLBAX | |
| Total Expense Ratio | 0.30 | 1.31 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.31 | 23% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 15.092 | 14.065 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 269B | 100% |
| Annual Yield % from dividends | 1.97 | 1.08 | 182% |
| Returns for 1 year | 9.08 | 7.89 | 115% |
| Returns for 3 years | 44.58 | 39.62 | 113% |
| Returns for 5 years | 43.48 | 35.24 | 123% |
| Returns for 10 years | N/A | 66.41 | - |