Interact to see
Advertisement
Advertisement
ABPZX vs FBONX
ABPZX vs FBONX Comparison
Open Charts ABPZX vs FBONX
AB Sustainable Thematic Balanced Port Z
Price$13.01
Change-$0.06 (-0.46%)
VolumeN/A
Net Assets87.82M
American Funds American Balanced 529-F-3
Price$38.96
Change-$0.15 (-0.38%)
VolumeN/A
Net Assets266.55B
ABPZX vs FBONX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 267B vs. ABPZX (87.8M). FBONX pays higher dividends than ABPZX: FBONX (2.00) vs ABPZX (1.49). ABPZX was incepted earlier than FBONX: ABPZX (4 years) vs FBONX (5 years). ABPZX (0.91) is less costly to investors than FBONX (0.30). ABPZX is a more actively managed with annual turnover of: 53.00 vs. FBONX (44.00). ABPZX has a lower initial minimum investment than FBONX: ABPZX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 9.37 vs. ABPZX (3.83).
| ABPZX | FBONX | ABPZX / FBONX | |
| Total Expense Ratio | 0.75 | 0.30 | 250% |
| Annual Report Gross Expense Ratio | 0.91 | 0.30 | 303% |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 8.017 | 14.739 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 87.8M | 267B | 0% |
| Annual Yield % from dividends | 1.49 | 2.00 | 75% |
| Returns for 1 year | 3.83 | 9.37 | 41% |
| Returns for 3 years | 33.51 | 54.38 | 62% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement