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FBONX vs MCTOX
FBONX vs MCTOX Comparison
Open Charts FBONX vs MCTOX
American Funds American Balanced 529-F-3
Price$35.16
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets241.2B
Modern Capital Tactical Income A
Price$12.21
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets89.43M
FBONX vs MCTOX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. MCTOX (89.4M). 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). MCTOX annual gain was more profitable for investors over the last year : 11.70 vs. FBONX (10.84).
| 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 | 2.418 | 1.581 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 89.4M | 269,575% |
| Annual Yield % from dividends | 2.50 | 8.63 | 29% |
| Returns for 1 year | 10.84 | 11.70 | 93% |
| Returns for 3 years | 17.45 | 38.50 | 45% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |