Interact to see
Advertisement
Advertisement
FBONX vs PCBKX
FBONX vs PCBKX Comparison
Open Charts FBONX vs PCBKX
American Funds American Balanced 529-F-3
Price$34.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Victory Pioneer Balanced R6
Price$10.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets390.21M
FBONX vs PCBKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. PCBKX (390M). PCBKX (2.32) and FBONX (2.26) have matching dividends . FBONX was incepted earlier than PCBKX: FBONX (5 years) vs PCBKX (9 years). PCBKX (0.64) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. PCBKX (33.00). FBONX has a lower initial minimum investment than PCBKX: FBONX (250) vs PCBKX (5000000). FBONX annual gain was more profitable for investors over the last year : 5.08 vs. PCBKX (3.12).
| FBONX | PCBKX | FBONX / PCBKX | |
| Total Expense Ratio | 0.30 | 0.64 | 47% |
| Annual Report Gross Expense Ratio | 0.30 | 0.64 | 47% |
| Fund Existence | 5 years | 9 years | - |
| Gain YTD | 2.109 | 0.552 | 382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 390M | 61,026% |
| Annual Yield % from dividends | 2.26 | 2.32 | 97% |
| Returns for 1 year | 5.08 | 3.12 | 163% |
| Returns for 3 years | 24.99 | 23.21 | 108% |
| Returns for 5 years | N/A | 33.86 | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement