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FBONX vs RLBFX
FBONX vs RLBFX Comparison
Open Charts FBONX vs RLBFX
American Funds American Balanced 529-F-3
Price$33.47
Change+$1.63 (+5.12%)
VolumeN/A
Net Assets217.49B
American Funds American Balanced R5
Price$33.53
Change+$1.63 (+5.11%)
VolumeN/A
Net Assets217.49B
FBONX vs RLBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX (217B) and RLBFX (217B) have equal amount of cash in the bank . RLBFX (2.26) and FBONX (2.26) have matching dividends . FBONX was incepted earlier than RLBFX: FBONX (4 years) vs RLBFX (23 years). FBONX (0.30) and RLBFX (0.30) have similar cost to investors . FBONX (171.00) and RLBFX (171.00) have comparable annual turnover. FBONX (250) and RLBFX (250) have matching initial minimum investment requirements. RLBFX (-3.29) and FBONX (-3.30) have marching annual gain over last year.
| FBONX | RLBFX | FBONX / RLBFX | |
| Total Expense Ratio | 0.30 | 0.30 | 100% |
| Annual Report Gross Expense Ratio | 0.30 | 0.30 | 100% |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | -6.897 | -6.886 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 217B | 100% |
| Annual Yield % from dividends | 2.26 | 2.26 | 100% |
| Returns for 1 year | -3.30 | -3.29 | 100% |
| Returns for 3 years | 7.03 | 5.75 | 122% |
| Returns for 5 years | N/A | 31.81 | - |
| Returns for 10 years | N/A | 42.36 | - |
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