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FBONX vs FKIQX
FBONX vs FKIQX Comparison
Open Charts FBONX vs FKIQX
American Funds American Balanced 529-F-3
Price$36.87
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
Franklin Income A
Price$2.42
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets74.62B
FBONX vs FKIQX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. FKIQX (74.6B). FKIQX pays higher dividends than FBONX: FKIQX (5.38) vs FBONX (2.10). 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 (7.81) and FBONX (7.79) have marching annual gain over last year.
| 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 | 8.208 | 6.316 | 130% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 74.6B | 338% |
| Annual Yield % from dividends | 2.10 | 5.38 | 39% |
| Returns for 1 year | 7.79 | 7.81 | 100% |
| Returns for 3 years | 36.15 | 24.19 | 149% |
| Returns for 5 years | N/A | 47.77 | - |
| Returns for 10 years | N/A | N/A | - |
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