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BALFX vs FBAFX
BALFX vs FBAFX Comparison
Open Charts BALFX vs FBAFX
American Funds American Balanced F1
Price$34.34
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
American Funds American Balanced 529-F-2
Price$34.37
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
BALFX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
BALFX (234B) and FBAFX (234B) have equal amount of cash in the bank . FBAFX pays higher dividends than BALFX: FBAFX (2.22) vs BALFX (1.95). BALFX was incepted earlier than FBAFX: BALFX (24 years) vs FBAFX (4 years). BALFX (0.62) is less costly to investors than FBAFX (0.33). BALFX (171.00) and FBAFX (171.00) have comparable annual turnover. BALFX (250) and FBAFX (250) have matching initial minimum investment requirements. FBAFX annual gain was more profitable for investors over the last year : 4.56 vs. BALFX (4.27).
| BALFX | FBAFX | BALFX / FBAFX | |
| Total Expense Ratio | 0.62 | 0.33 | 188% |
| Annual Report Gross Expense Ratio | 0.62 | 0.33 | 188% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 0.419 | 0.490 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 234B | 100% |
| Annual Yield % from dividends | 1.95 | 2.22 | 88% |
| Returns for 1 year | 4.27 | 4.56 | 94% |
| Returns for 3 years | 12.36 | 14.52 | 85% |
| Returns for 5 years | 49.83 | N/A | - |
| Returns for 10 years | 52.33 | N/A | - |