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FBAFX vs ONECX
FBAFX vs ONECX Comparison
Open Charts FBAFX vs ONECX
American Funds American Balanced 529-F-2
Price$38.92
Change+$0.57 (+1.49%)
VolumeN/A
Net Assets261.29B
JPMorgan Investor Growth & Income C
Price$20.51
Change+$0.21 (+1.03%)
VolumeN/A
Net Assets5.15B
FBAFX vs ONECX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 261B vs. ONECX (5.15B). ONECX pays higher dividends than FBAFX: ONECX (2.07) vs FBAFX (1.97). 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 annual gain was more profitable for investors over the last year : 8.86 vs. ONECX (7.00).
| 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 | 14.590 | 10.193 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 261B | 5.15B | 5,069% |
| Annual Yield % from dividends | 1.97 | 2.07 | 95% |
| Returns for 1 year | 8.86 | 7.00 | 127% |
| Returns for 3 years | 55.33 | 38.50 | 144% |
| Returns for 5 years | N/A | 25.10 | - |
| Returns for 10 years | N/A | 42.11 | - |
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