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FBONX vs RLBEX
FBONX vs RLBEX Comparison
Open Charts FBONX vs RLBEX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
FBONX vs RLBEX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX (234B) and RLBEX (234B) have equal amount of cash in the bank . FBONX pays higher dividends than RLBEX: FBONX (2.26) vs RLBEX (1.98). FBONX was incepted earlier than RLBEX: FBONX (5 years) vs RLBEX (23 years). RLBEX (0.59) is less costly to investors than FBONX (0.30). FBONX (44.00) and RLBEX (44.00) have comparable annual turnover. FBONX (250) and RLBEX (250) have matching initial minimum investment requirements. FBONX annual gain was more profitable for investors over the last year : 5.03 vs. RLBEX (4.73).
| FBONX | RLBEX | FBONX / RLBEX | |
| Total Expense Ratio | 0.30 | 0.59 | 51% |
| Annual Report Gross Expense Ratio | 0.30 | 0.59 | 51% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 0.530 | 0.425 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 234B | 100% |
| Annual Yield % from dividends | 2.26 | 1.98 | 115% |
| Returns for 1 year | 5.03 | 4.73 | 106% |
| Returns for 3 years | 24.22 | 21.84 | 111% |
| Returns for 5 years | N/A | 36.69 | - |
| Returns for 10 years | N/A | 52.56 | - |