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FBONX vs FKIQX
FBONX vs FKIQX Comparison
Open Charts FBONX vs FKIQX
American Funds American Balanced 529-F-3
Price$33.83
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Franklin Income A
Price$2.32
Change+$0.01 (+0.43%)
VolumeN/A
Net Assets71.61B
FBONX vs FKIQX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 231B vs. FKIQX (71.6B). FKIQX pays higher dividends than FBONX: FKIQX (5.45) vs FBONX (2.26). FBONX was incepted earlier than FKIQX: FBONX (4 years) vs FKIQX (7 years). FKIQX (0.72) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. FKIQX (49.72). 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 : 6.99 vs. FBONX (5.17).
| FBONX | FKIQX | FBONX / FKIQX | |
| Total Expense Ratio | 0.30 | 0.71 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 0.72 | 42% |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | -1.078 | 0.534 | -202% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 71.6B | 323% |
| Annual Yield % from dividends | 2.26 | 5.45 | 41% |
| Returns for 1 year | 5.17 | 6.99 | 74% |
| Returns for 3 years | 18.71 | 11.27 | 166% |
| Returns for 5 years | N/A | 47.53 | - |
| Returns for 10 years | N/A | N/A | - |
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