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FBONX vs FPPEX
FBONX vs FPPEX Comparison
Open Charts FBONX vs FPPEX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
MFS Prudent Investor C
Price$11.61
Change-$0.01 (-0.09%)
VolumeN/A
CapitalizationN/A
FBONX vs FPPEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. FPPEX (31.2M). FBONX pays higher dividends than FPPEX: FBONX (2.50) vs FPPEX (0.73). FBONX was incepted earlier than FPPEX: FBONX (4 years) vs FPPEX (7 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. FPPEX (60.00). FBONX has a lower initial minimum investment than FPPEX: FBONX (250) vs FPPEX (1000). FBONX annual gain was more profitable for investors over the last year : 21.23 vs. FPPEX (7.42).
| FBONX | FPPEX | FBONX / FPPEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 7 years | - |
| Gain YTD | 14.314 | 2.291 | 625% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 31.2M | 756,410% |
| Annual Yield % from dividends | 2.50 | 0.73 | 341% |
| Returns for 1 year | 21.23 | 7.42 | 286% |
| Returns for 3 years | 12.91 | -2.02 | -638% |
| Returns for 5 years | N/A | 9.67 | - |
| Returns for 10 years | N/A | N/A | - |