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FBAFX vs QCBGX
FBAFX vs QCBGX Comparison
Open Charts FBAFX vs QCBGX
American Funds American Balanced 529-F-2
Price$39.45
Change+$0.28 (+0.71%)
VolumeN/A
Net Assets268.39B
Federated Hermes MDT Balanced C
Price$23.13
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets303.25M
FBAFX vs QCBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 268B vs. QCBGX (303M). FBAFX pays higher dividends than QCBGX: FBAFX (1.97) vs QCBGX (0.61). FBAFX was incepted earlier than QCBGX: FBAFX (5 years) vs QCBGX (20 years). QCBGX (2.11) is less costly to investors than FBAFX (0.34). QCBGX is a more actively managed with annual turnover of: 68.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than QCBGX: FBAFX (250) vs QCBGX (1500). FBAFX annual gain was more profitable for investors over the last year : 11.29 vs. QCBGX (2.76).
| FBAFX | QCBGX | FBAFX / QCBGX | |
| Total Expense Ratio | 0.34 | 2.11 | 16% |
| Annual Report Gross Expense Ratio | 0.34 | 2.11 | 16% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 16.150 | 11.685 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 303M | 88,449% |
| Annual Yield % from dividends | 1.97 | 0.61 | 325% |
| Returns for 1 year | 11.29 | 2.76 | 410% |
| Returns for 3 years | 50.86 | 29.16 | 174% |
| Returns for 5 years | N/A | 19.12 | - |
| Returns for 10 years | N/A | 49.24 | - |
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