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ABPAX vs FBONX
ABPAX vs FBONX Comparison
Open Charts ABPAX vs FBONX
AB Sustainable Thematic Bal Port A
Price$11.32
Change+$0.15 (+1.34%)
VolumeN/A
Net Assets80.77M
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
ABPAX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. ABPAX (80.8M). FBONX pays higher dividends than ABPAX: FBONX (2.26) vs ABPAX (1.31). ABPAX was incepted earlier than FBONX: ABPAX (22 years) vs FBONX (4 years). ABPAX (1.22) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. ABPAX (53.00). FBONX has a lower initial minimum investment than ABPAX: FBONX (250) vs ABPAX (2500). FBONX annual gain was more profitable for investors over the last year : 4.45 vs. ABPAX (-2.07).
| ABPAX | FBONX | ABPAX / FBONX | |
| Total Expense Ratio | 1.00 | 0.30 | 333% |
| Annual Report Gross Expense Ratio | 1.22 | 0.30 | 407% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | -7.686 | -1.458 | 527% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 80.8M | 227B | 0% |
| Annual Yield % from dividends | 1.31 | 2.26 | 58% |
| Returns for 1 year | -2.07 | 4.45 | -47% |
| Returns for 3 years | -0.51 | 16.68 | -3% |
| Returns for 5 years | 8.66 | N/A | - |
| Returns for 10 years | 5.70 | N/A | - |
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