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FBONX vs FISRX
FBONX vs FISRX Comparison
Open Charts FBONX vs FISRX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Franklin Income R
Price$2.26
Change+$0.02 (+0.89%)
VolumeN/A
Net Assets70.77B
FBONX vs FISRX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. FISRX (70.8B). FISRX pays higher dividends than FBONX: FISRX (5.30) vs FBONX (2.26). FBONX was incepted earlier than FISRX: FBONX (4 years) vs FISRX (23 years). FISRX (0.97) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. FISRX (49.72). 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 : 5.00 vs. FBONX (4.45).
| FBONX | FISRX | FBONX / FISRX | |
| Total Expense Ratio | 0.30 | 0.96 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.97 | 31% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -1.458 | -0.865 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 227B | 70.8B | 321% |
| Annual Yield % from dividends | 2.26 | 5.30 | 43% |
| Returns for 1 year | 4.45 | 5.00 | 89% |
| Returns for 3 years | 16.68 | 8.31 | 201% |
| Returns for 5 years | N/A | 43.64 | - |
| Returns for 10 years | N/A | 41.91 | - |
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