Ad is loading...
Ad is loading...
FBAFX vs FBKFX
FBAFX vs FBKFX Comparison
Open Charts FBAFX vs FBKFX
American Funds American Balanced 529-F-2
Price$36.54
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced K6
Price$16.38
Change+$0.04 (+0.24%)
VolumeN/A
CapitalizationN/A
FBAFX vs FBKFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 238B vs. FBKFX (1.95B). FBAFX pays higher dividends than FBKFX: FBAFX (2.47) vs FBKFX (1.67). FBAFX was incepted earlier than FBKFX: FBAFX (4 years) vs FBKFX (5 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. FBKFX (33.00). FBKFX has a lower initial minimum investment than FBAFX: FBKFX (0) vs FBAFX (250). FBKFX annual gain was more profitable for investors over the last year : 22.82 vs. FBAFX (21.08).
| FBAFX | FBKFX | FBAFX / FBKFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 5 years | - |
| Gain YTD | 15.198 | 17.321 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.95B | 12,193% |
| Annual Yield % from dividends | 2.47 | 1.67 | 148% |
| Returns for 1 year | 21.08 | 22.82 | 92% |
| Returns for 3 years | 14.44 | 15.51 | 93% |
| Returns for 5 years | N/A | 64.87 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...