Interact to see
Advertisement
Advertisement
FBAFX vs QCBGX
FBAFX vs QCBGX Comparison
Open Charts FBAFX vs QCBGX
American Funds American Balanced 529-F-2
Price$36.90
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Federated Hermes MDT Balanced C
Price$22.21
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets278.25M
FBAFX vs QCBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. QCBGX (278M). FBAFX pays higher dividends than QCBGX: FBAFX (2.06) vs QCBGX (0.63). FBAFX was incepted earlier than QCBGX: FBAFX (5 years) vs QCBGX (20 years). QCBGX (2.12) 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 : 7.31 vs. QCBGX (2.00).
| FBAFX | QCBGX | FBAFX / QCBGX | |
| Total Expense Ratio | 0.34 | 2.12 | 16% |
| Annual Report Gross Expense Ratio | 0.34 | 2.12 | 16% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 8.275 | 6.760 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 278M | 90,647% |
| Annual Yield % from dividends | 2.06 | 0.63 | 328% |
| Returns for 1 year | 7.31 | 2.00 | 365% |
| Returns for 3 years | 38.17 | 22.85 | 167% |
| Returns for 5 years | N/A | 17.69 | - |
| Returns for 10 years | N/A | 37.52 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement