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FBAFX vs QCBGX
FBAFX vs QCBGX Comparison
Open Charts FBAFX vs QCBGX
American Funds American Balanced 529-F-2
Price$36.65
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets251.03B
Federated Hermes MDT Balanced C
Price$22.11
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets278.54M
FBAFX vs QCBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 251B vs. QCBGX (279M). 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 : 6.95 vs. QCBGX (2.43).
| 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 | 7.542 | 6.663 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 279M | 89,964% |
| Annual Yield % from dividends | 2.06 | 0.63 | 328% |
| Returns for 1 year | 6.95 | 2.43 | 286% |
| Returns for 3 years | 36.19 | 22.01 | 164% |
| Returns for 5 years | N/A | 18.96 | - |
| Returns for 10 years | N/A | 38.98 | - |
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