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FBONX vs QCBGX
FBONX vs QCBGX Comparison
Open Charts FBONX vs QCBGX
American Funds American Balanced 529-F-3
Price$38.52
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
Federated Hermes MDT Balanced C
Price$22.95
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets293.61M
FBONX vs QCBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. QCBGX (294M). FBONX pays higher dividends than QCBGX: FBONX (2.05) vs QCBGX (0.61). FBONX was incepted earlier than QCBGX: FBONX (5 years) vs QCBGX (20 years). QCBGX (2.12) is less costly to investors than FBONX (0.30). QCBGX is a more actively managed with annual turnover of: 68.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than QCBGX: FBONX (250) vs QCBGX (1500). FBONX annual gain was more profitable for investors over the last year : 9.95 vs. QCBGX (3.14).
| FBONX | QCBGX | FBONX / QCBGX | |
| Total Expense Ratio | 0.30 | 2.12 | 14% |
| Annual Report Gross Expense Ratio | 0.30 | 2.12 | 14% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 13.443 | 10.913 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 294M | 89,456% |
| Annual Yield % from dividends | 2.05 | 0.61 | 333% |
| Returns for 1 year | 9.95 | 3.14 | 317% |
| Returns for 3 years | 45.27 | 27.21 | 166% |
| Returns for 5 years | N/A | 20.94 | - |
| Returns for 10 years | N/A | 50.55 | - |
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