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FBONX vs TMMIX
FBONX vs TMMIX Comparison
Open Charts FBONX vs TMMIX
American Funds American Balanced 529-F-3
Price$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Transamerica Asset Allocation Mod I
Price$13.20
Change-$0.09 (-0.68%)
VolumeN/A
Net Assets1.12B
FBONX vs TMMIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. TMMIX (1.12B). TMMIX pays higher dividends than FBONX: TMMIX (2.03) vs FBONX (1.93). FBONX was incepted earlier than TMMIX: FBONX (5 years) vs TMMIX (16 years). TMMIX (0.85) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. TMMIX (17.00). FBONX has a lower initial minimum investment than TMMIX: FBONX (250) vs TMMIX (1000000). FBONX annual gain was more profitable for investors over the last year : 10.92 vs. TMMIX (9.04). FBONX return over 5 years is better than : 44.69 vs. TMMIX (16.63).
| FBONX | TMMIX | FBONX / TMMIX | |
| Total Expense Ratio | 0.30 | 0.75 | 40% |
| Annual Report Gross Expense Ratio | 0.30 | 0.85 | 35% |
| Fund Existence | 5 years | 16 years | - |
| Gain YTD | 18.538 | 15.365 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.12B | 23,954% |
| Annual Yield % from dividends | 1.93 | 2.03 | 95% |
| Returns for 1 year | 10.92 | 9.04 | 121% |
| Returns for 3 years | 45.83 | 34.58 | 133% |
| Returns for 5 years | 44.69 | 16.63 | 269% |
| Returns for 10 years | N/A | 30.08 | - |
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