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FBONX vs TAAHX
FBONX vs TAAHX Comparison
Open Charts FBONX vs TAAHX
American Funds American Balanced 529-F-3
Price$39.11
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Transamerica Multi-Managed Balanced R
Price$37.24
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets1.5B
FBONX vs TAAHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. TAAHX (1.5B). FBONX pays higher dividends than TAAHX: FBONX (2.00) vs TAAHX (1.17). 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 : 10.28 vs. TAAHX (4.17).
| 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 | 15.181 | 10.717 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.5B | 17,757% |
| Annual Yield % from dividends | 2.00 | 1.17 | 171% |
| Returns for 1 year | 10.28 | 4.17 | 247% |
| Returns for 3 years | 53.89 | 38.76 | 139% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |