Interact to see
Advertisement
Advertisement
FBONX vs RLBFX
FBONX vs RLBFX Comparison
Open Charts FBONX vs RLBFX
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets257.73B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
FBONX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX (258B) and RLBFX (258B) have equal amount of cash in the bank . FBONX (2.05) and RLBFX (2.05) have matching dividends . FBONX was incepted earlier than RLBFX: FBONX (5 years) vs RLBFX (23 years). FBONX (0.30) and RLBFX (0.29) have similar cost to investors . FBONX (44.00) and RLBFX (44.00) have comparable annual turnover. FBONX (250) and RLBFX (250) have matching initial minimum investment requirements. RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. FBONX (9.66).
| FBONX | RLBFX | FBONX / RLBFX | |
| Total Expense Ratio | 0.30 | 0.29 | 103% |
| Annual Report Gross Expense Ratio | 0.30 | 0.29 | 103% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 10.966 | 11.562 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 258B | 100% |
| Annual Yield % from dividends | 2.05 | 2.05 | 100% |
| Returns for 1 year | 9.66 | 10.28 | 94% |
| Returns for 3 years | 41.42 | 40.92 | 101% |
| Returns for 5 years | N/A | 41.46 | - |
| Returns for 10 years | N/A | 78.40 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement