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FBONX vs FORKX
FBONX vs FORKX Comparison
Open Charts FBONX vs FORKX
American Funds American Balanced 529-F-3
Price$34.35
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
Abraham Fortress K
Price$9.85
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets76.04M
FBONX vs FORKX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. FORKX (76M). FORKX pays higher dividends than FBONX: FORKX (3.36) vs FBONX (2.26). FBONX was incepted earlier than FORKX: FBONX (5 years) vs FORKX (7 years). FORKX (1.12) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. FORKX (20.00). FBONX has a lower initial minimum investment than FORKX: FBONX (250) vs FORKX (25000). FBONX annual gain was more profitable for investors over the last year : 4.50 vs. FORKX (-1.89).
| FBONX | FORKX | FBONX / FORKX | |
| Total Expense Ratio | 0.30 | 0.65 | 46% |
| Annual Report Gross Expense Ratio | 0.30 | 1.12 | 27% |
| Fund Existence | 5 years | 7 years | - |
| Gain YTD | 0.442 | -4.098 | -11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 25000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 76M | 307,895% |
| Annual Yield % from dividends | 2.26 | 3.36 | 67% |
| Returns for 1 year | 4.50 | -1.89 | -239% |
| Returns for 3 years | 23.90 | 11.58 | 206% |
| Returns for 5 years | N/A | 29.29 | - |
| Returns for 10 years | N/A | N/A | - |
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