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FBAFX vs RLBCX
FBAFX vs RLBCX Comparison
Open Charts FBAFX vs RLBCX
American Funds American Balanced 529-F-2
Price$38.71
Change+$0.24 (+0.62%)
VolumeN/A
Net Assets262.57B
American Funds American Balanced R3
Price$38.42
Change+$0.23 (+0.60%)
VolumeN/A
Net Assets262.57B
FBAFX vs RLBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX (263B) and RLBCX (263B) have equal amount of cash in the bank . FBAFX pays higher dividends than RLBCX: FBAFX (1.94) vs RLBCX (1.46). FBAFX was incepted earlier than RLBCX: FBAFX (5 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than FBAFX (0.34). FBAFX (44.00) and RLBCX (44.00) have comparable annual turnover. FBAFX (250) and RLBCX (250) have matching initial minimum investment requirements. FBAFX annual gain was more profitable for investors over the last year : 9.59 vs. RLBCX (7.95). FBAFX return over 5 years is better than : 42.13 vs. RLBCX (36.53).
| FBAFX | RLBCX | FBAFX / RLBCX | |
| Total Expense Ratio | 0.34 | 0.89 | 38% |
| Annual Report Gross Expense Ratio | 0.34 | 0.89 | 38% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 15.355 | 13.390 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 263B | 100% |
| Annual Yield % from dividends | 1.94 | 1.46 | 132% |
| Returns for 1 year | 9.59 | 7.95 | 121% |
| Returns for 3 years | 42.10 | 38.18 | 110% |
| Returns for 5 years | 42.13 | 36.53 | 115% |
| Returns for 10 years | N/A | 67.23 | - |
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