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FBONX vs TWBIX
FBONX vs TWBIX Comparison
Open Charts FBONX vs TWBIX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
American Century Balanced I
Price$21.14
Change-$0.24 (-1.12%)
VolumeN/A
Net Assets918.22M
FBONX vs TWBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. TWBIX (918M). FBONX pays higher dividends than TWBIX: FBONX (1.97) vs TWBIX (1.78). FBONX was incepted earlier than TWBIX: FBONX (5 years) vs TWBIX (37 years). TWBIX (0.89) is less costly to investors than FBONX (0.30). TWBIX is a more actively managed with annual turnover of: 72.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than TWBIX: FBONX (250) vs TWBIX (2500). FBONX annual gain was more profitable for investors over the last year : 10.27 vs. TWBIX (8.44). FBONX return over 5 years is better than : 45.24 vs. TWBIX (10.97).
| FBONX | TWBIX | FBONX / TWBIX | |
| Total Expense Ratio | 0.30 | 0.89 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.89 | 34% |
| Fund Existence | 5 years | 37 years | - |
| Gain YTD | 16.506 | 9.932 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 918M | 29,303% |
| Annual Yield % from dividends | 1.97 | 1.78 | 111% |
| Returns for 1 year | 10.27 | 8.44 | 122% |
| Returns for 3 years | 45.55 | 40.54 | 112% |
| Returns for 5 years | 45.24 | 10.97 | 413% |
| Returns for 10 years | N/A | 40.21 | - |
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