Interact to see
Advertisement
Advertisement
FBONX vs FOBPX
FBONX vs FOBPX Comparison
Open Charts FBONX vs FOBPX
American Funds American Balanced 529-F-3
Price$36.81
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Tributary Balanced Instl Plus
Price$20.23
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets81.99M
FBONX vs FOBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 251B vs. FOBPX (82M). FBONX pays higher dividends than FOBPX: FBONX (2.10) vs FOBPX (1.51). FBONX was incepted earlier than FOBPX: FBONX (5 years) vs FOBPX (14 years). FOBPX (1.07) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (22.00). FBONX has a lower initial minimum investment than FOBPX: FBONX (250) vs FOBPX (5000000). FBONX annual gain was more profitable for investors over the last year : 5.95 vs. FOBPX (1.28).
| FBONX | FOBPX | FBONX / FOBPX | |
| Total Expense Ratio | 0.30 | 0.77 | 39% |
| Annual Report Gross Expense Ratio | 0.30 | 1.07 | 28% |
| Fund Existence | 5 years | 14 years | - |
| Gain YTD | 8.032 | 4.066 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 82M | 306,098% |
| Annual Yield % from dividends | 2.10 | 1.51 | 139% |
| Returns for 1 year | 5.95 | 1.28 | 463% |
| Returns for 3 years | 37.49 | 21.65 | 173% |
| Returns for 5 years | N/A | 18.52 | - |
| Returns for 10 years | N/A | 28.01 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement