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FBONX vs FKIQX
FBONX vs FKIQX Comparison
Open Charts FBONX vs FKIQX
American Funds American Balanced 529-F-3
Price$38.71
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Franklin Income A
Price$2.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets75.82B
FBONX vs FKIQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 264B vs. FKIQX (75.8B). FKIQX pays higher dividends than FBONX: FKIQX (5.25) vs FBONX (1.97). 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). FBONX annual gain was more profitable for investors over the last year : 9.12 vs. FKIQX (7.30). FBONX (41.88) and FKIQX (41.43) have equivalent 5 years return.
| 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 | 14.003 | 9.551 | 147% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 75.8B | 348% |
| Annual Yield % from dividends | 1.97 | 5.25 | 38% |
| Returns for 1 year | 9.12 | 7.30 | 125% |
| Returns for 3 years | 42.57 | 27.38 | 155% |
| Returns for 5 years | 41.88 | 41.43 | 101% |
| Returns for 10 years | N/A | N/A | - |
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