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FBONX vs RPBAX
FBONX vs RPBAX Comparison
Open Charts FBONX vs RPBAX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Balanced
Price$27.90
Change-$0.21 (-0.75%)
VolumeN/A
CapitalizationN/A
FBONX vs RPBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. RPBAX (4.68B). FBONX pays higher dividends than RPBAX: FBONX (2.50) vs RPBAX (1.95). FBONX was incepted earlier than RPBAX: FBONX (4 years) vs RPBAX (85 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. RPBAX (40.90). FBONX has a lower initial minimum investment than RPBAX: FBONX (250) vs RPBAX (2500). FBONX annual gain was more profitable for investors over the last year : 21.23 vs. RPBAX (17.04).
| FBONX | RPBAX | FBONX / RPBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 85 years | - |
| Gain YTD | 14.314 | 12.308 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 4.68B | 5,040% |
| Annual Yield % from dividends | 2.50 | 1.95 | 128% |
| Returns for 1 year | 21.23 | 17.04 | 125% |
| Returns for 3 years | 12.91 | -3.59 | -359% |
| Returns for 5 years | N/A | 21.72 | - |
| Returns for 10 years | N/A | 34.61 | - |