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$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Touchstone Balanced R6
Price$29.50
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets978.57M
FBONX vs TBARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. TBARX (979M). FBONX pays higher dividends than TBARX: FBONX (2.10) vs TBARX (1.74). 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 : 13.44 vs. FBONX (10.59).
| 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 | 9.205 | 7.739 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 979M | 25,945% |
| Annual Yield % from dividends | 2.10 | 1.74 | 121% |
| Returns for 1 year | 10.59 | 13.44 | 79% |
| Returns for 3 years | 36.98 | 41.55 | 89% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement