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FBONX vs ONGIX
FBONX vs ONGIX Comparison
Open Charts FBONX vs ONGIX
American Funds American Balanced 529-F-3
Price$35.67
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets244.53B
JPMorgan Investor Growth & Income A
Price$20.04
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets4.87B
FBONX vs ONGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 245B vs. ONGIX (4.87B). ONGIX pays higher dividends than FBONX: ONGIX (2.60) vs FBONX (2.18). FBONX was incepted earlier than ONGIX: FBONX (5 years) vs ONGIX (29 years). ONGIX (0.99) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. ONGIX (8.00). FBONX has a lower initial minimum investment than ONGIX: FBONX (250) vs ONGIX (500). ONGIX annual gain was more profitable for investors over the last year : 6.15 vs. FBONX (4.76).
| FBONX | ONGIX | FBONX / ONGIX | |
| Total Expense Ratio | 0.30 | 0.95 | 32% |
| Annual Report Gross Expense Ratio | 0.30 | 0.99 | 30% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 4.686 | 3.738 | 125% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 4.87B | 5,028% |
| Annual Yield % from dividends | 2.18 | 2.60 | 84% |
| Returns for 1 year | 4.76 | 6.15 | 77% |
| Returns for 3 years | 36.52 | 27.83 | 131% |
| Returns for 5 years | N/A | 32.15 | - |
| Returns for 10 years | N/A | 36.31 | - |
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