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AFMBX vs FBAFX
AFMBX vs FBAFX Comparison
Open Charts AFMBX vs FBAFX
American Funds American Balanced F3
Price$33.26
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
American Funds American Balanced 529-F-2
Price$33.27
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
AFMBX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
AFMBX (225B) and FBAFX (225B) have equal amount of cash in the bank . AFMBX (2.31) and FBAFX (2.22) have matching dividends . AFMBX was incepted earlier than FBAFX: AFMBX (8 years) vs FBAFX (4 years). FBAFX (0.33) is less costly to investors than AFMBX (0.25). AFMBX (171.00) and FBAFX (171.00) have comparable annual turnover. FBAFX has a lower initial minimum investment than AFMBX: FBAFX (250) vs AFMBX (1000000). AFMBX (2.00) and FBAFX (1.90) have marching annual gain over last year.
| AFMBX | FBAFX | AFMBX / FBAFX | |
| Total Expense Ratio | 0.25 | 0.33 | 76% |
| Annual Report Gross Expense Ratio | 0.25 | 0.33 | 76% |
| Fund Existence | 8 years | 4 years | - |
| Gain YTD | -3.700 | -3.720 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 225B | 100% |
| Annual Yield % from dividends | 2.31 | 2.22 | 104% |
| Returns for 1 year | 2.00 | 1.90 | 105% |
| Returns for 3 years | 12.95 | 14.09 | 92% |
| Returns for 5 years | 34.53 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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