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FBONX vs THPBX
FBONX vs THPBX Comparison
Open Charts FBONX vs THPBX
American Funds American Balanced 529-F-3
Price$38.17
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
BNY Mellon Balanced Opportunity J
Price$25.58
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets287.8M
FBONX vs THPBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. THPBX (288M). FBONX pays higher dividends than THPBX: FBONX (2.05) vs THPBX (1.34). FBONX was incepted earlier than THPBX: FBONX (5 years) vs THPBX (39 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 : 12.07 vs. THPBX (6.54).
| 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 | 39 years | - |
| Gain YTD | 12.023 | 8.646 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 288M | 89,931% |
| Annual Yield % from dividends | 2.05 | 1.34 | 152% |
| Returns for 1 year | 12.07 | 6.54 | 185% |
| Returns for 3 years | 39.46 | 25.16 | 157% |
| Returns for 5 years | N/A | 12.57 | - |
| Returns for 10 years | N/A | 30.42 | - |
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