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FBONX vs OGIAX
FBONX vs OGIAX Comparison
Open Charts FBONX vs OGIAX
American Funds American Balanced 529-F-3
Price$33.27
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
JPMorgan Investor Balanced A
Price$15.31
Change+$0.11 (+0.72%)
VolumeN/A
Net Assets5.21B
FBONX vs OGIAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. OGIAX (5.21B). OGIAX pays higher dividends than FBONX: OGIAX (2.97) vs FBONX (2.26). FBONX was incepted earlier than OGIAX: FBONX (4 years) vs OGIAX (28 years). OGIAX (0.96) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. OGIAX (7.00). FBONX has a lower initial minimum investment than OGIAX: FBONX (250) vs OGIAX (500). OGIAX annual gain was more profitable for investors over the last year : 2.16 vs. FBONX (1.94).
| FBONX | OGIAX | FBONX / OGIAX | |
| Total Expense Ratio | 0.30 | 0.96 | 31% |
| Annual Report Gross Expense Ratio | 0.30 | 0.96 | 31% |
| Fund Existence | 4 years | 28 years | - |
| Gain YTD | -3.710 | -2.596 | 143% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 5.21B | 4,319% |
| Annual Yield % from dividends | 2.26 | 2.97 | 76% |
| Returns for 1 year | 1.94 | 2.16 | 90% |
| Returns for 3 years | 14.20 | 5.43 | 262% |
| Returns for 5 years | N/A | 23.37 | - |
| Returns for 10 years | N/A | 19.75 | - |
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