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AFMBX vs FBAFX
AFMBX vs FBAFX Comparison
Open Charts AFMBX vs FBAFX
American Funds American Balanced F3
Price$36.86
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
AFMBX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AFMBX (252B) and FBAFX (252B) have equal amount of cash in the bank . AFMBX (2.15) and FBAFX (2.06) 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 (8.22) and FBAFX (8.12) 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 | 8.237 | 8.217 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 252B | 100% |
| Annual Yield % from dividends | 2.15 | 2.06 | 104% |
| Returns for 1 year | 8.22 | 8.12 | 101% |
| Returns for 3 years | 36.31 | 37.19 | 98% |
| Returns for 5 years | 43.45 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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