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FBONX vs THPBX
FBONX vs THPBX Comparison
Open Charts FBONX vs THPBX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
BNY Mellon Balanced Opportunity J
Price$24.89
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets283.35M
FBONX vs THPBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. THPBX (283M). FBONX pays higher dividends than THPBX: FBONX (2.10) vs THPBX (1.38). FBONX was incepted earlier than THPBX: FBONX (5 years) vs THPBX (38 years). THPBX (1.01) is less costly to investors than FBONX (0.30). THPBX (46.25) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than THPBX: FBONX (250) vs THPBX (1000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. THPBX (4.55).
| FBONX | THPBX | FBONX / THPBX | |
| Total Expense Ratio | 0.30 | 0.90 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.01 | 30% |
| Fund Existence | 5 years | 38 years | - |
| Gain YTD | 8.208 | 6.005 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 283M | 89,046% |
| Annual Yield % from dividends | 2.10 | 1.38 | 152% |
| Returns for 1 year | 8.16 | 4.55 | 179% |
| Returns for 3 years | 37.33 | 23.07 | 162% |
| Returns for 5 years | N/A | 16.88 | - |
| Returns for 10 years | N/A | 23.55 | - |
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