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FBONX vs TASHX
FBONX vs TASHX Comparison
Open Charts FBONX vs TASHX
American Funds American Balanced 529-F-3
Price$36.87
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
Transamerica Multi-Asset Income A
Price$15.26
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets783.89M
FBONX vs TASHX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. TASHX (784M). TASHX pays higher dividends than FBONX: TASHX (3.33) vs FBONX (2.10). 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 : 11.47 vs. FBONX (7.79).
| 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 | 8.208 | 7.178 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 784M | 32,143% |
| Annual Yield % from dividends | 2.10 | 3.33 | 63% |
| Returns for 1 year | 7.79 | 11.47 | 68% |
| Returns for 3 years | 36.15 | 33.48 | 108% |
| Returns for 5 years | N/A | 57.34 | - |
| Returns for 10 years | N/A | 95.36 | - |
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