FBONX
Price
$36.87
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
THPBX
Price
$24.89
Change
+$0.12 (+0.48%)
Updated
Jul 3 closing price
Net Assets
283.35M
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FBONX vs THPBX

Header iconFBONX vs THPBX Comparison
Open Charts FBONX vs THPBXBanner chart's image
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).
FBONXTHPBXFBONX / THPBX
Total Expense Ratio0.300.9033%
Annual Report Gross Expense Ratio0.301.0130%
Fund Existence5 years38 years-
Gain YTD8.2086.005137%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B283M89,046%
Annual Yield % from dividends2.101.38152%
Returns for 1 year8.164.55179%
Returns for 3 years37.3323.07162%
Returns for 5 yearsN/A16.88-
Returns for 10 yearsN/A23.55-
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