Ad is loading...
AFMBX vs FBAFX
AFMBX vs FBAFX Comparison
Open Charts AFMBX vs FBAFX
American Funds American Balanced F3
Price$34.99
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets237.83B
American Funds American Balanced 529-F-2
Price$35.00
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets237.83B
AFMBX vs FBAFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
AFMBX (238B) and FBAFX (238B) have equal amount of cash in the bank . AFMBX (2.32) and FBAFX (2.22) have matching dividends . AFMBX was incepted earlier than FBAFX: AFMBX (8 years) vs FBAFX (5 years). FBAFX (0.34) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and FBAFX (44.00) have comparable annual turnover. FBAFX has a lower initial minimum investment than AFMBX: FBAFX (250) vs AFMBX (1000000). AFMBX (6.48) and FBAFX (6.38) have marching annual gain over last year.
| AFMBX | FBAFX | AFMBX / FBAFX | |
| Total Expense Ratio | 0.25 | 0.34 | 74% |
| Annual Report Gross Expense Ratio | 0.25 | 0.34 | 74% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 2.355 | 2.332 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 238B | 100% |
| Annual Yield % from dividends | 2.32 | 2.22 | 104% |
| Returns for 1 year | 6.48 | 6.38 | 102% |
| Returns for 3 years | 23.66 | 24.90 | 95% |
| Returns for 5 years | 43.21 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...