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FBONX vs MCTOX
FBONX vs MCTOX Comparison
Open Charts FBONX vs MCTOX
American Funds American Balanced 529-F-3
Price$36.54
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Modern Capital Tactical Income A
Price$12.54
Change+$0.06 (+0.48%)
VolumeN/A
CapitalizationN/A
FBONX vs MCTOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. MCTOX (80.6M). MCTOX pays higher dividends than FBONX: MCTOX (8.63) vs FBONX (2.50). FBONX was incepted earlier than MCTOX: FBONX (4 years) vs MCTOX (4 years). MCTOX is a more actively managed with annual turnover of: 1228.52 vs. FBONX (171.00). FBONX has a lower initial minimum investment than MCTOX: FBONX (250) vs MCTOX (1000). FBONX annual gain was more profitable for investors over the last year : 21.50 vs. MCTOX (14.95).
| FBONX | MCTOX | FBONX / MCTOX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 4 years | - |
| Gain YTD | 15.579 | 14.087 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 80.6M | 295,285% |
| Annual Yield % from dividends | 2.50 | 8.63 | 29% |
| Returns for 1 year | 21.50 | 14.95 | 144% |
| Returns for 3 years | 14.84 | 40.88 | 36% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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