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FBONX vs TSHIX
FBONX vs TSHIX Comparison
Open Charts FBONX vs TSHIX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Transamerica Multi-Asset Income I
Price$16.12
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets848.1M
FBONX vs TSHIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. TSHIX (848M). TSHIX pays higher dividends than FBONX: TSHIX (3.35) vs FBONX (1.93). FBONX was incepted earlier than TSHIX: FBONX (5 years) vs TSHIX (12 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 : 13.25 vs. FBONX (9.61). TSHIX return over 5 years is better than : 51.04 vs. FBONX (43.00).
| 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 | 12 years | - |
| Gain YTD | 16.889 | 14.515 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 848M | 31,722% |
| Annual Yield % from dividends | 1.93 | 3.35 | 58% |
| Returns for 1 year | 9.61 | 13.25 | 73% |
| Returns for 3 years | 42.16 | 40.07 | 105% |
| Returns for 5 years | 43.00 | 51.04 | 84% |
| Returns for 10 years | N/A | 118.14 | - |
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