Interact to see
Advertisement
Advertisement
FBONX vs TBARX
FBONX vs TBARX Comparison
Open Charts FBONX vs TBARX
American Funds American Balanced 529-F-3
Price$34.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Touchstone Balanced R6
Price$27.59
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets928.6M
FBONX vs TBARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. TBARX (929M). FBONX pays higher dividends than TBARX: FBONX (2.26) vs TBARX (1.82). FBONX was incepted earlier than TBARX: FBONX (5 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than FBONX (0.30). TBARX is a more actively managed with annual turnover of: 70.00 vs. FBONX (44.00). 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 : 8.25 vs. FBONX (5.08).
| FBONX | TBARX | FBONX / TBARX | |
| Total Expense Ratio | 0.30 | 0.64 | 47% |
| Annual Report Gross Expense Ratio | 0.30 | 6.95 | 4% |
| Fund Existence | 5 years | 4 years | - |
| Gain YTD | 2.109 | 1.400 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 929M | 25,619% |
| Annual Yield % from dividends | 2.26 | 1.82 | 124% |
| Returns for 1 year | 5.08 | 8.25 | 62% |
| Returns for 3 years | 24.99 | 32.71 | 76% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |