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FBONX vs FKIQX
FBONX vs FKIQX Comparison
Open Charts FBONX vs FKIQX
American Funds American Balanced 529-F-3
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Franklin Income A
Price$2.40
Change+$0.01 (+0.42%)
VolumeN/A
Net Assets73.68B
FBONX vs FKIQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. FKIQX (73.7B). FKIQX pays higher dividends than FBONX: FKIQX (5.49) vs FBONX (2.18). FBONX was incepted earlier than FKIQX: FBONX (5 years) vs FKIQX (7 years). FKIQX (0.72) is less costly to investors than FBONX (0.30). FKIQX is a more actively managed with annual turnover of: 49.72 vs. FBONX (44.00). FBONX has a lower initial minimum investment than FKIQX: FBONX (250) vs FKIQX (1000). FKIQX annual gain was more profitable for investors over the last year : 8.31 vs. FBONX (7.71).
| FBONX | FKIQX | FBONX / FKIQX | |
| Total Expense Ratio | 0.30 | 0.71 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 0.72 | 42% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 6.887 | 4.528 | 152% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 73.7B | 336% |
| Annual Yield % from dividends | 2.18 | 5.49 | 40% |
| Returns for 1 year | 7.71 | 8.31 | 93% |
| Returns for 3 years | 34.91 | 21.44 | 163% |
| Returns for 5 years | N/A | 49.35 | - |
| Returns for 10 years | N/A | N/A | - |