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AFMBX vs FBONX
AFMBX vs FBONX Comparison
Open Charts AFMBX vs FBONX
American Funds American Balanced F3
Price$36.67
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets250.05B
American Funds American Balanced 529-F-3
Price$36.68
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets250.05B
AFMBX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AFMBX (250B) and FBONX (250B) have equal amount of cash in the bank . AFMBX (2.23) and FBONX (2.18) have matching dividends . AFMBX was incepted earlier than FBONX: AFMBX (8 years) vs FBONX (5 years). FBONX (0.30) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and FBONX (44.00) have comparable annual turnover. FBONX has a lower initial minimum investment than AFMBX: FBONX (250) vs AFMBX (1000000). AFMBX (8.12) and FBONX (8.07) have marching annual gain over last year.
| AFMBX | FBONX | AFMBX / FBONX | |
| Total Expense Ratio | 0.25 | 0.30 | 83% |
| Annual Report Gross Expense Ratio | 0.25 | 0.30 | 83% |
| Fund Existence | 8 years | 5 years | - |
| Gain YTD | 7.180 | 7.151 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 250B | 100% |
| Annual Yield % from dividends | 2.23 | 2.18 | 102% |
| Returns for 1 year | 8.12 | 8.07 | 101% |
| Returns for 3 years | 34.98 | 35.99 | 97% |
| Returns for 5 years | 42.56 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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