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FBONX vs QCBGX
FBONX vs QCBGX Comparison
Open Charts FBONX vs QCBGX
American Funds American Balanced 529-F-3
Price$36.51
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
Federated Hermes MDT Balanced C
Price$21.96
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets274.62M
FBONX vs QCBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 250B vs. QCBGX (275M). FBONX pays higher dividends than QCBGX: FBONX (2.18) vs QCBGX (0.65). 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 : 7.91 vs. QCBGX (2.68).
| 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 | 7.151 | 6.036 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 275M | 90,909% |
| Annual Yield % from dividends | 2.18 | 0.65 | 337% |
| Returns for 1 year | 7.91 | 2.68 | 296% |
| Returns for 3 years | 36.32 | 21.82 | 166% |
| Returns for 5 years | N/A | 22.29 | - |
| Returns for 10 years | N/A | 38.58 | - |
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