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FBAFX vs RLBEX
FBAFX vs RLBEX Comparison
Open Charts FBAFX vs RLBEX
American Funds American Balanced 529-F-2
Price$33.49
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
FBAFX vs RLBEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX (235B) and RLBEX (235B) have equal amount of cash in the bank . FBAFX pays higher dividends than RLBEX: FBAFX (2.22) vs RLBEX (1.97). FBAFX was incepted earlier than RLBEX: FBAFX (4 years) vs RLBEX (23 years). RLBEX (0.60) is less costly to investors than FBAFX (0.33). FBAFX (171.00) and RLBEX (171.00) have comparable annual turnover. FBAFX (250) and RLBEX (250) have matching initial minimum investment requirements. FBAFX annual gain was more profitable for investors over the last year : 1.64 vs. RLBEX (1.35).
| FBAFX | RLBEX | FBAFX / RLBEX | |
| Total Expense Ratio | 0.33 | 0.60 | 55% |
| Annual Report Gross Expense Ratio | 0.33 | 0.60 | 55% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -2.083 | -2.180 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 235B | 100% |
| Annual Yield % from dividends | 2.22 | 1.97 | 113% |
| Returns for 1 year | 1.64 | 1.35 | 121% |
| Returns for 3 years | 11.20 | 9.13 | 123% |
| Returns for 5 years | N/A | 46.09 | - |
| Returns for 10 years | N/A | 49.74 | - |