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FBONX vs TASHX
FBONX vs TASHX Comparison
Open Charts FBONX vs TASHX
American Funds American Balanced 529-F-3
Price$34.44
Change+$0.30 (+0.88%)
VolumeN/A
Net Assets234.89B
Transamerica Multi-Asset Income A
Price$14.34
Change+$0.11 (+0.77%)
VolumeN/A
Net Assets725.7M
FBONX vs TASHX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. TASHX (726M). TASHX pays higher dividends than FBONX: TASHX (3.41) vs FBONX (2.26). FBONX was incepted earlier than TASHX: FBONX (5 years) vs TASHX (11 years). TASHX (0.99) is less costly to investors than FBONX (0.30). FBONX (44.00) and TASHX (42.00) have comparable annual turnover. FBONX has a lower initial minimum investment than TASHX: FBONX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 10.68 vs. FBONX (7.23).
| FBONX | TASHX | FBONX / TASHX | |
| Total Expense Ratio | 0.30 | 0.99 | 30% |
| Annual Report Gross Expense Ratio | 0.30 | 0.99 | 30% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 0.706 | 0.098 | 720% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 726M | 32,369% |
| Annual Yield % from dividends | 2.26 | 3.41 | 66% |
| Returns for 1 year | 7.23 | 10.68 | 68% |
| Returns for 3 years | 21.24 | 18.47 | 115% |
| Returns for 5 years | N/A | 62.26 | - |
| Returns for 10 years | N/A | 81.57 | - |
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