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AFMBX vs FBONX
AFMBX vs FBONX Comparison
Open Charts AFMBX vs FBONX
American Funds American Balanced F3
Price$33.26
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
American Funds American Balanced 529-F-3
Price$33.27
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
AFMBX vs FBONX Comparison Chart
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FUNDAMENTALS
Fundamentals
AFMBX (225B) and FBONX (225B) have equal amount of cash in the bank . AFMBX (2.31) and FBONX (2.26) have matching dividends . AFMBX was incepted earlier than FBONX: AFMBX (8 years) vs FBONX (4 years). FBONX (0.30) is less costly to investors than AFMBX (0.25). AFMBX (171.00) and FBONX (171.00) have comparable annual turnover. FBONX has a lower initial minimum investment than AFMBX: FBONX (250) vs AFMBX (1000000). AFMBX (2.00) and FBONX (1.94) 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 | 4 years | - |
| Gain YTD | -3.700 | -3.710 | 100% |
| 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 | 2.26 | 102% |
| Returns for 1 year | 2.00 | 1.94 | 103% |
| Returns for 3 years | 12.95 | 14.20 | 91% |
| Returns for 5 years | 34.53 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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