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FBONX vs THPBX
FBONX vs THPBX Comparison
Open Charts FBONX vs THPBX
American Funds American Balanced 529-F-3
Price$37.46
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
BNY Mellon Balanced Opportunity J
Price$25.32
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets286.99M
FBONX vs THPBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. THPBX (287M). FBONX pays higher dividends than THPBX: FBONX (2.08) vs THPBX (1.37). 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 : 8.28 vs. THPBX (5.70).
| 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 | 9.939 | 7.836 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 287M | 89,199% |
| Annual Yield % from dividends | 2.08 | 1.37 | 152% |
| Returns for 1 year | 8.28 | 5.70 | 145% |
| Returns for 3 years | 31.70 | 15.53 | 204% |
| Returns for 5 years | N/A | 12.50 | - |
| Returns for 10 years | N/A | 24.28 | - |
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