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FBONX vs TCSHX
FBONX vs TCSHX Comparison
Open Charts FBONX vs TCSHX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Transamerica Multi-Asset Income C
Price$15.90
Change-$0.16 (-1.00%)
VolumeN/A
Net Assets843.13M
FBONX vs TCSHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. TCSHX (843M). TCSHX pays higher dividends than FBONX: TCSHX (2.52) vs FBONX (1.97). FBONX was incepted earlier than TCSHX: FBONX (5 years) vs TCSHX (12 years). TCSHX (1.71) is less costly to investors than FBONX (0.30). FBONX (44.00) and TCSHX (42.00) have comparable annual turnover. FBONX has a lower initial minimum investment than TCSHX: FBONX (250) vs TCSHX (1000). TCSHX annual gain was more profitable for investors over the last year : 13.41 vs. FBONX (9.08). TCSHX return over 5 years is better than : 48.76 vs. FBONX (43.48).
| FBONX | TCSHX | FBONX / TCSHX | |
| Total Expense Ratio | 0.30 | 1.71 | 18% |
| Annual Report Gross Expense Ratio | 0.30 | 1.71 | 18% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 15.092 | 13.657 | 111% |
| Front Load | N/A | N/A | - |
| 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 | 2.52 | 78% |
| Returns for 1 year | 9.08 | 13.41 | 68% |
| Returns for 3 years | 44.58 | 38.24 | 117% |
| Returns for 5 years | 43.48 | 48.76 | 89% |
| Returns for 10 years | N/A | 104.36 | - |
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