Interact to see
Advertisement
Advertisement
FBONX vs TCSHX
FBONX vs TCSHX Comparison
Open Charts FBONX vs TCSHX
American Funds American Balanced 529-F-3
Price$36.70
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets250.58B
Transamerica Multi-Asset Income C
Price$15.12
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets774.83M
FBONX vs TCSHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 251B vs. TCSHX (775M). TCSHX pays higher dividends than FBONX: TCSHX (2.65) vs FBONX (2.10). FBONX was incepted earlier than TCSHX: FBONX (5 years) vs TCSHX (11 years). TCSHX (1.71) is less costly to investors than FBONX (0.30). FBONX (44.00) and TCSHX (42.00) have comparable annual turnover. FBONX has a lower initial minimum investment than TCSHX: FBONX (250) vs TCSHX (1000). TCSHX annual gain was more profitable for investors over the last year : 12.02 vs. FBONX (8.25).
| FBONX | TCSHX | FBONX / TCSHX | |
| Total Expense Ratio | 0.30 | 1.71 | 18% |
| Annual Report Gross Expense Ratio | 0.30 | 1.71 | 18% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 7.709 | 5.844 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 775M | 32,387% |
| Annual Yield % from dividends | 2.10 | 2.65 | 79% |
| Returns for 1 year | 8.25 | 12.02 | 69% |
| Returns for 3 years | 36.70 | 33.28 | 110% |
| Returns for 5 years | N/A | 54.83 | - |
| Returns for 10 years | N/A | 84.58 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement