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FBONX vs FRIAX
FBONX vs FRIAX Comparison
Open Charts FBONX vs FRIAX
American Funds American Balanced 529-F-3
Price$36.90
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Franklin Income Adv
Price$2.40
Change+$0.01 (+0.42%)
VolumeN/A
Net Assets74.43B
FBONX vs FRIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. FRIAX (74.4B). FRIAX pays higher dividends than FBONX: FRIAX (5.62) vs FBONX (2.10). 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). FBONX (7.36) and FRIAX (7.18) have marching annual gain over last year.
| 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 | 8.296 | 5.602 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 74.4B | 339% |
| Annual Yield % from dividends | 2.10 | 5.62 | 37% |
| Returns for 1 year | 7.36 | 7.18 | 102% |
| Returns for 3 years | 38.36 | 25.78 | 149% |
| Returns for 5 years | N/A | 48.50 | - |
| Returns for 10 years | N/A | 65.39 | - |
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