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FBONX vs FISRX
FBONX vs FISRX Comparison
Open Charts FBONX vs FISRX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Franklin Income R
Price$2.37
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.77B
FBONX vs FISRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. FISRX (74.8B). FISRX pays higher dividends than FBONX: FISRX (5.26) vs FBONX (2.10). FBONX was incepted earlier than FISRX: FBONX (5 years) vs FISRX (24 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). FISRX annual gain was more profitable for investors over the last year : 10.09 vs. FBONX (8.16).
| 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 | 24 years | - |
| Gain YTD | 8.208 | 6.304 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 252B | 74.8B | 337% |
| Annual Yield % from dividends | 2.10 | 5.26 | 40% |
| Returns for 1 year | 8.16 | 10.09 | 81% |
| Returns for 3 years | 37.33 | 24.38 | 153% |
| Returns for 5 years | N/A | 48.72 | - |
| Returns for 10 years | N/A | 59.01 | - |
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