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FBONX vs LMRNX
FBONX vs LMRNX Comparison
Open Charts FBONX vs LMRNX
American Funds American Balanced 529-F-3
Price$36.63
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
1919 Socially Responsive Balanced I
Price$32.16
Change+$0.01 (+0.03%)
VolumeN/A
CapitalizationN/A
FBONX vs LMRNX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. LMRNX (905M). FBONX pays higher dividends than LMRNX: FBONX (2.50) vs LMRNX (0.75). FBONX was incepted earlier than LMRNX: FBONX (4 years) vs LMRNX (16 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. LMRNX (10.00). FBONX has a lower initial minimum investment than LMRNX: FBONX (250) vs LMRNX (1000000). LMRNX annual gain was more profitable for investors over the last year : 28.32 vs. FBONX (25.12).
| FBONX | LMRNX | FBONX / LMRNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 16 years | - |
| Gain YTD | 16.022 | 18.096 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 905M | 26,519% |
| Annual Yield % from dividends | 2.50 | 0.75 | 335% |
| Returns for 1 year | 25.12 | 28.32 | 89% |
| Returns for 3 years | 14.53 | 13.06 | 111% |
| Returns for 5 years | N/A | 65.00 | - |
| Returns for 10 years | N/A | 62.68 | - |
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