Interact to see
Advertisement
Advertisement
FBONX vs TASHX
FBONX vs TASHX Comparison
Open Charts FBONX vs TASHX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Transamerica Multi-Asset Income A
Price$15.97
Change-$0.16 (-0.99%)
VolumeN/A
Net Assets843.13M
FBONX vs TASHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. TASHX (843M). TASHX pays higher dividends than FBONX: TASHX (3.18) vs FBONX (1.97). 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 : 13.81 vs. FBONX (9.08). TASHX return over 5 years is better than : 53.05 vs. FBONX (43.48).
| 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 | 15.092 | 14.426 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 843M | 31,910% |
| Annual Yield % from dividends | 1.97 | 3.18 | 62% |
| Returns for 1 year | 9.08 | 13.81 | 66% |
| Returns for 3 years | 44.58 | 40.71 | 110% |
| Returns for 5 years | 43.48 | 53.05 | 82% |
| Returns for 10 years | N/A | 115.77 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement