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FBONX vs HCKAX
FBONX vs HCKAX Comparison
Open Charts FBONX vs HCKAX
American Funds American Balanced 529-F-3
Price$36.90
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
Hartford Checks and Balances A
Price$10.33
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets1.36B
FBONX vs HCKAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. HCKAX (1.36B). HCKAX pays higher dividends than FBONX: HCKAX (2.98) vs FBONX (2.10). FBONX was incepted earlier than HCKAX: FBONX (5 years) vs HCKAX (18 years). HCKAX (0.92) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. HCKAX (7.00). FBONX has a lower initial minimum investment than HCKAX: FBONX (250) vs HCKAX (2000). FBONX annual gain was more profitable for investors over the last year : 7.36 vs. HCKAX (4.02).
| FBONX | HCKAX | FBONX / HCKAX | |
| Total Expense Ratio | 0.30 | 0.92 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 0.92 | 33% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 8.296 | 3.635 | 228% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.36B | 18,543% |
| Annual Yield % from dividends | 2.10 | 2.98 | 70% |
| Returns for 1 year | 7.36 | 4.02 | 183% |
| Returns for 3 years | 38.36 | 19.59 | 196% |
| Returns for 5 years | N/A | 22.23 | - |
| Returns for 10 years | N/A | 15.62 | - |
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