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FBONX vs ONGIX
FBONX vs ONGIX Comparison
Open Charts FBONX vs ONGIX
American Funds American Balanced 529-F-3
Price$36.74
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets252.32B
JPMorgan Investor Growth & Income A
Price$20.47
Change-$0.11 (-0.53%)
VolumeN/A
Net Assets5B
FBONX vs ONGIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. ONGIX (5B). ONGIX pays higher dividends than FBONX: ONGIX (2.55) vs FBONX (2.10). 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 : 7.31 vs. FBONX (6.32).
| 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 | 7.826 | 6.920 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 500 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 5B | 5,036% |
| Annual Yield % from dividends | 2.10 | 2.55 | 82% |
| Returns for 1 year | 6.32 | 7.31 | 86% |
| Returns for 3 years | 37.23 | 28.74 | 130% |
| Returns for 5 years | N/A | 32.25 | - |
| Returns for 10 years | N/A | 40.62 | - |
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