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FBAFX vs ONECX
FBAFX vs ONECX Comparison
Open Charts FBAFX vs ONECX
American Funds American Balanced 529-F-2
Price$38.62
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
JPMorgan Investor Growth & Income C
Price$20.48
Change-$0.05 (-0.24%)
VolumeN/A
Net Assets5.17B
FBAFX vs ONECX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 262B vs. ONECX (5.17B). ONECX pays higher dividends than FBAFX: ONECX (2.12) vs FBAFX (2.01). FBAFX was incepted earlier than ONECX: FBAFX (5 years) vs ONECX (28 years). ONECX (1.49) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. ONECX (8.00). FBAFX has a lower initial minimum investment than ONECX: FBAFX (250) vs ONECX (500). FBAFX (10.59) and ONECX (10.39) have marching annual gain over last year.
| FBAFX | ONECX | FBAFX / ONECX | |
| Total Expense Ratio | 0.34 | 1.48 | 23% |
| Annual Report Gross Expense Ratio | 0.34 | 1.49 | 23% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 13.322 | 11.184 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 5.17B | 5,069% |
| Annual Yield % from dividends | 2.01 | 2.12 | 95% |
| Returns for 1 year | 10.59 | 10.39 | 102% |
| Returns for 3 years | 44.09 | 30.18 | 146% |
| Returns for 5 years | N/A | 30.42 | - |
| Returns for 10 years | N/A | 45.21 | - |
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