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FBONX vs TSHIX
FBONX vs TSHIX Comparison
Open Charts FBONX vs TSHIX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Transamerica Multi-Asset Income I
Price$15.25
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets781.01M
FBONX vs TSHIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. TSHIX (781M). TSHIX pays higher dividends than FBONX: TSHIX (3.56) vs FBONX (2.10). FBONX was incepted earlier than TSHIX: FBONX (5 years) vs TSHIX (11 years). TSHIX (0.73) is less costly to investors than FBONX (0.30). FBONX (44.00) and TSHIX (42.00) have comparable annual turnover. FBONX has a lower initial minimum investment than TSHIX: FBONX (250) vs TSHIX (1000000). TSHIX annual gain was more profitable for investors over the last year : 13.78 vs. FBONX (8.16).
| FBONX | TSHIX | FBONX / TSHIX | |
| Total Expense Ratio | 0.30 | 0.72 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 0.73 | 41% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.208 | 7.168 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 781M | 32,266% |
| Annual Yield % from dividends | 2.10 | 3.56 | 59% |
| Returns for 1 year | 8.16 | 13.78 | 59% |
| Returns for 3 years | 37.33 | 37.96 | 98% |
| Returns for 5 years | N/A | 62.83 | - |
| Returns for 10 years | N/A | 101.82 | - |