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FBONX vs FOBAX
FBONX vs FOBAX Comparison
Open Charts FBONX vs FOBAX
American Funds American Balanced 529-F-3
Price$34.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Tributary Balanced Instl
Price$19.78
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets79.95M
FBONX vs FOBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. FOBAX (80M). FBONX pays higher dividends than FOBAX: FBONX (2.26) vs FOBAX (1.28). FBONX was incepted earlier than FOBAX: FBONX (5 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: 44.00 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 : 4.62 vs. FOBAX (1.27).
| FBONX | FOBAX | FBONX / FOBAX | |
| Total Expense Ratio | 0.30 | 0.95 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 1.31 | 23% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 2.021 | -0.679 | -298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 80M | 300,000% |
| Annual Yield % from dividends | 2.26 | 1.28 | 176% |
| Returns for 1 year | 4.62 | 1.27 | 365% |
| Returns for 3 years | 25.89 | 15.86 | 163% |
| Returns for 5 years | N/A | 19.64 | - |
| Returns for 10 years | N/A | 21.10 | - |
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