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FBONX vs TASHX
FBONX vs TASHX Comparison
Open Charts FBONX vs TASHX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Transamerica Multi-Asset Income A
Price$16.19
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets853.18M
FBONX vs TASHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. TASHX (853M). TASHX pays higher dividends than FBONX: TASHX (3.12) vs FBONX (1.93). FBONX was incepted earlier than TASHX: FBONX (5 years) vs TASHX (12 years). TASHX (0.99) is less costly to investors than FBONX (0.30). FBONX (44.00) and TASHX (42.00) have comparable annual turnover. FBONX has a lower initial minimum investment than TASHX: FBONX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 13.13 vs. FBONX (10.08). TASHX return over 5 years is better than : 48.43 vs. FBONX (42.77).
| FBONX | TASHX | FBONX / TASHX | |
| Total Expense Ratio | 0.30 | 0.99 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 0.99 | 30% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 17.419 | 14.852 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 853M | 31,536% |
| Annual Yield % from dividends | 1.93 | 3.12 | 62% |
| Returns for 1 year | 10.08 | 13.13 | 77% |
| Returns for 3 years | 42.81 | 39.20 | 109% |
| Returns for 5 years | 42.77 | 48.43 | 88% |
| Returns for 10 years | N/A | 113.74 | - |
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