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FBONX vs TBARX
FBONX vs TBARX Comparison
Open Charts FBONX vs TBARX
American Funds American Balanced 529-F-3
Price$33.48
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Touchstone Balanced R6
Price$26.58
Change-$0.76 (-2.78%)
VolumeN/A
Net Assets922.59M
FBONX vs TBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 235B vs. TBARX (923M). 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 : 7.38 vs. FBONX (4.57).
| 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 | 0.472 | -0.600 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 923M | 25,460% |
| Annual Yield % from dividends | 2.26 | 1.80 | 125% |
| Returns for 1 year | 4.57 | 7.38 | 62% |
| Returns for 3 years | 14.60 | 15.33 | 95% |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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