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FBONX vs RLBBX
FBONX vs RLBBX Comparison
Open Charts FBONX vs RLBBX
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
American Funds American Balanced R2
Price$37.35
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
FBONX vs RLBBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX (269B) and RLBBX (269B) have equal amount of cash in the bank . FBONX pays higher dividends than RLBBX: FBONX (1.93) vs RLBBX (1.07). FBONX was incepted earlier than RLBBX: FBONX (5 years) vs RLBBX (24 years). RLBBX (1.32) is less costly to investors than FBONX (0.30). FBONX (44.00) and RLBBX (44.00) have comparable annual turnover. FBONX (250) and RLBBX (250) have matching initial minimum investment requirements. FBONX annual gain was more profitable for investors over the last year : 9.38 vs. RLBBX (8.48). FBONX return over 5 years is better than : 38.47 vs. RLBBX (30.82).
| FBONX | RLBBX | FBONX / RLBBX | |
| Total Expense Ratio | 0.30 | 1.32 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.32 | 23% |
| Fund Existence | 5 years | 24 years | - |
| Gain YTD | 10.969 | 10.077 | 109% |
| 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 | 1.93 | 1.07 | 181% |
| Returns for 1 year | 9.38 | 8.48 | 111% |
| Returns for 3 years | 39.16 | 35.20 | 111% |
| Returns for 5 years | 38.47 | 30.82 | 125% |
| Returns for 10 years | N/A | 65.48 | - |
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