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FBONX vs TAAHX
FBONX vs TAAHX Comparison
Open Charts FBONX vs TAAHX
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Transamerica Multi-Managed Balanced R
Price$31.74
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets1.28B
FBONX vs TAAHX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. TAAHX (1.29B). FBONX pays higher dividends than TAAHX: FBONX (2.26) vs TAAHX (1.39). FBONX was incepted earlier than TAAHX: FBONX (4 years) vs TAAHX (3 years). TAAHX (1.32) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. TAAHX (33.00). TAAHX has a lower initial minimum investment than FBONX: TAAHX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 2.88 vs. TAAHX (-1.51).
| FBONX | TAAHX | FBONX / TAAHX | |
| Total Expense Ratio | 0.30 | 1.21 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.32 | 23% |
| Fund Existence | 4 years | 3 years | - |
| Gain YTD | -3.622 | -5.862 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.29B | 17,510% |
| Annual Yield % from dividends | 2.26 | 1.39 | 162% |
| Returns for 1 year | 2.88 | -1.51 | -190% |
| Returns for 3 years | 12.09 | 2.52 | 480% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |