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FBONX vs FOBAX
FBONX vs FOBAX Comparison
Open Charts FBONX vs FOBAX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Tributary Balanced Instl
Price$20.73
Change-$0.03 (-0.14%)
VolumeN/A
CapitalizationN/A
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FBONX vs FOBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. FOBAX (83.9M). FBONX pays higher dividends than FOBAX: FBONX (2.50) vs FOBAX (1.15). FBONX was incepted earlier than FOBAX: FBONX (4 years) vs FOBAX (28 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. FOBAX (22.00). 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 : 24.74 vs. FOBAX (17.04).
| FBONX | FOBAX | FBONX / FOBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 28 years | - |
| Gain YTD | 14.251 | 13.803 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 83.9M | 281,287% |
| Annual Yield % from dividends | 2.50 | 1.15 | 218% |
| Returns for 1 year | 24.74 | 17.04 | 145% |
| Returns for 3 years | 17.33 | 1.99 | 870% |
| Returns for 5 years | N/A | 21.60 | - |
| Returns for 10 years | N/A | 24.15 | - |