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FBONX vs FOBAX
FBONX vs FOBAX Comparison
Open Charts FBONX vs FOBAX
American Funds American Balanced 529-F-3
Price$32.26
Change-$1.22 (-3.64%)
VolumeN/A
Net Assets220.57B
Tributary Balanced Instl
Price$18.42
Change-$0.64 (-3.36%)
VolumeN/A
Net Assets73.9M
FBONX vs FOBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 221B vs. FOBAX (73.9M). FBONX pays higher dividends than FOBAX: FBONX (2.26) vs FOBAX (1.28). FBONX was incepted earlier than FOBAX: FBONX (4 years) vs FOBAX (29 years). FOBAX (1.31) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. FOBAX (19.00). FBONX has a lower initial minimum investment than FOBAX: FBONX (250) vs FOBAX (1000). FBONX annual gain was more profitable for investors over the last year : -1.36 vs. FOBAX (-3.05).
| FBONX | FOBAX | FBONX / FOBAX | |
| Total Expense Ratio | 0.30 | 0.95 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 1.31 | 23% |
| Fund Existence | 4 years | 29 years | - |
| Gain YTD | -5.669 | -7.461 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 73.9M | 299,053% |
| Annual Yield % from dividends | 2.26 | 1.28 | 177% |
| Returns for 1 year | -1.36 | -3.05 | 44% |
| Returns for 3 years | 8.30 | -1.32 | -628% |
| Returns for 5 years | N/A | 24.82 | - |
| Returns for 10 years | N/A | 13.02 | - |
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