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CLBAX vs FBONX
CLBAX vs FBONX Comparison
Open Charts CLBAX vs FBONX
American Funds American Balanced 529A
Price$36.60
Change+$0.16 (+0.44%)
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
CLBAX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBAX (250B) and FBONX (250B) have equal amount of cash in the bank . FBONX pays higher dividends than CLBAX: FBONX (2.18) vs CLBAX (1.91). CLBAX was incepted earlier than FBONX: CLBAX (23 years) vs FBONX (5 years). CLBAX (0.58) is less costly to investors than FBONX (0.30). CLBAX (44.00) and FBONX (44.00) have comparable annual turnover. CLBAX (250) and FBONX (250) have matching initial minimum investment requirements. FBONX annual gain was more profitable for investors over the last year : 8.07 vs. CLBAX (7.59).
| CLBAX | FBONX | CLBAX / FBONX | |
| Total Expense Ratio | 0.58 | 0.30 | 193% |
| Annual Report Gross Expense Ratio | 0.58 | 0.30 | 193% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 7.016 | 7.151 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 250B | 100% |
| Annual Yield % from dividends | 1.91 | 2.18 | 88% |
| Returns for 1 year | 7.59 | 8.07 | 94% |
| Returns for 3 years | 35.14 | 35.99 | 98% |
| Returns for 5 years | 44.92 | N/A | - |
| Returns for 10 years | 76.39 | N/A | - |
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