Interact to see
Advertisement
Advertisement
FBONX vs FRIAX
FBONX vs FRIAX Comparison
Open Charts FBONX vs FRIAX
American Funds American Balanced 529-F-3
Price$36.42
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Franklin Income Adv
Price$2.38
Change+$0.01 (+0.42%)
VolumeN/A
Net Assets73.68B
FBONX vs FRIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. FRIAX (73.7B). FRIAX pays higher dividends than FBONX: FRIAX (5.74) vs FBONX (2.18). FBONX was incepted earlier than FRIAX: FBONX (5 years) vs FRIAX (29 years). FRIAX (0.47) is less costly to investors than FBONX (0.30). FRIAX is a more actively managed with annual turnover of: 49.72 vs. FBONX (44.00). FBONX has a lower initial minimum investment than FRIAX: FBONX (250) vs FRIAX (100000). FRIAX annual gain was more profitable for investors over the last year : 8.13 vs. FBONX (7.71).
| FBONX | FRIAX | FBONX / FRIAX | |
| Total Expense Ratio | 0.30 | 0.46 | 65% |
| Annual Report Gross Expense Ratio | 0.30 | 0.47 | 64% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 6.887 | 4.227 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 73.7B | 336% |
| Annual Yield % from dividends | 2.18 | 5.74 | 38% |
| Returns for 1 year | 7.71 | 8.13 | 95% |
| Returns for 3 years | 34.91 | 22.40 | 156% |
| Returns for 5 years | N/A | 50.71 | - |
| Returns for 10 years | N/A | 61.57 | - |