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FBONX vs FISRX
FBONX vs FISRX Comparison
Open Charts FBONX vs FISRX
American Funds American Balanced 529-F-3
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.43B
Franklin Income R
Price$2.30
Change-$0.01 (-0.43%)
VolumeN/A
Net Assets72.86B
FBONX vs FISRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 243B vs. FISRX (72.9B). FISRX pays higher dividends than FBONX: FISRX (5.35) vs FBONX (2.18). FBONX was incepted earlier than FISRX: FBONX (5 years) vs FISRX (23 years). FISRX (0.97) is less costly to investors than FBONX (0.30). FISRX is a more actively managed with annual turnover of: 49.72 vs. FBONX (44.00). FBONX has a lower initial minimum investment than FISRX: FBONX (250) vs FISRX (1000). FBONX annual gain was more profitable for investors over the last year : 7.26 vs. FISRX (6.84).
| FBONX | FISRX | FBONX / FISRX | |
| Total Expense Ratio | 0.30 | 0.96 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.97 | 31% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.712 | 3.159 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 243B | 72.9B | 333% |
| Annual Yield % from dividends | 2.18 | 5.35 | 41% |
| Returns for 1 year | 7.26 | 6.84 | 106% |
| Returns for 3 years | 25.41 | 13.93 | 182% |
| Returns for 5 years | N/A | 38.63 | - |
| Returns for 10 years | N/A | 51.38 | - |
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