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FBONX vs TBARX
FBONX vs TBARX Comparison
Open Charts FBONX vs TBARX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Touchstone Balanced R6
Price$26.18
Change+$0.35 (+1.36%)
VolumeN/A
Net Assets862.34M
FBONX vs TBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. TBARX (862M). FBONX pays higher dividends than TBARX: FBONX (2.26) vs TBARX (1.80). FBONX was incepted earlier than TBARX: FBONX (4 years) vs TBARX (3 years). TBARX (6.95) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. TBARX (70.00). FBONX has a lower initial minimum investment than TBARX: FBONX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 3.24 vs. FBONX (1.94).
| FBONX | TBARX | FBONX / TBARX | |
| Total Expense Ratio | 0.30 | 0.64 | 47% |
| Annual Report Gross Expense Ratio | 0.30 | 6.95 | 4% |
| Fund Existence | 4 years | 3 years | - |
| Gain YTD | -3.710 | -6.090 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 862M | 26,334% |
| Annual Yield % from dividends | 2.26 | 1.80 | 125% |
| Returns for 1 year | 1.94 | 3.24 | 60% |
| Returns for 3 years | 14.20 | 16.01 | 89% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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