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FBONX vs OGBCX
FBONX vs OGBCX Comparison
Open Charts FBONX vs OGBCX
American Funds American Balanced 529-F-3
Price$36.68
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets250.05B
JPMorgan Investor Balanced C
Price$16.09
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.58B
FBONX vs OGBCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 250B vs. OGBCX (5.59B). OGBCX pays higher dividends than FBONX: OGBCX (2.46) vs FBONX (2.18). FBONX was incepted earlier than OGBCX: FBONX (5 years) vs OGBCX (28 years). OGBCX (1.46) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. OGBCX (7.00). FBONX has a lower initial minimum investment than OGBCX: FBONX (250) vs OGBCX (500). FBONX annual gain was more profitable for investors over the last year : 8.07 vs. OGBCX (6.34).
| FBONX | OGBCX | FBONX / OGBCX | |
| Total Expense Ratio | 0.30 | 1.46 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.46 | 21% |
| Fund Existence | 5 years | 28 years | - |
| Gain YTD | 7.151 | 5.400 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 5.59B | 4,476% |
| Annual Yield % from dividends | 2.18 | 2.46 | 89% |
| Returns for 1 year | 8.07 | 6.34 | 127% |
| Returns for 3 years | 35.99 | 19.12 | 188% |
| Returns for 5 years | N/A | 20.41 | - |
| Returns for 10 years | N/A | 24.25 | - |
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