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FBONX vs TWBIX
FBONX vs TWBIX Comparison
Open Charts FBONX vs TWBIX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
American Century Balanced I
Price$21.34
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets918.86M
FBONX vs TWBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. TWBIX (919M). FBONX pays higher dividends than TWBIX: FBONX (1.93) vs TWBIX (1.77). 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 : 9.61 vs. TWBIX (6.71). FBONX return over 5 years is better than : 43.00 vs. TWBIX (9.18).
| 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 | 16.889 | 9.469 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 919M | 29,271% |
| Annual Yield % from dividends | 1.93 | 1.77 | 109% |
| Returns for 1 year | 9.61 | 6.71 | 143% |
| Returns for 3 years | 42.16 | 36.38 | 116% |
| Returns for 5 years | 43.00 | 9.18 | 468% |
| Returns for 10 years | N/A | 36.74 | - |
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