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FBONX vs TAAHX
FBONX vs TAAHX Comparison
Open Charts FBONX vs TAAHX
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Transamerica Multi-Managed Balanced R
Price$36.90
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets1.49B
FBONX vs TAAHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. TAAHX (1.49B). FBONX pays higher dividends than TAAHX: FBONX (1.97) vs TAAHX (1.16). FBONX was incepted earlier than TAAHX: FBONX (5 years) vs TAAHX (4 years). TAAHX (1.32) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. TAAHX (41.00). 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 : 9.31 vs. TAAHX (2.19).
| FBONX | TAAHX | FBONX / TAAHX | |
| Total Expense Ratio | 0.30 | 1.21 | 25% |
| Annual Report Gross Expense Ratio | 0.30 | 1.32 | 23% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 14.327 | 9.822 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.49B | 17,699% |
| Annual Yield % from dividends | 1.97 | 1.16 | 170% |
| Returns for 1 year | 9.31 | 2.19 | 425% |
| Returns for 3 years | 42.97 | 30.35 | 142% |
| Returns for 5 years | 42.66 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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