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FBONX vs TRAIX
FBONX vs TRAIX Comparison
Open Charts FBONX vs TRAIX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation I
Price$38.24
Change-$0.44 (-1.14%)
VolumeN/A
CapitalizationN/A
FBONX vs TRAIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. TRAIX (65.1B). FBONX pays higher dividends than TRAIX: FBONX (2.50) vs TRAIX (2.08). FBONX was incepted earlier than TRAIX: FBONX (4 years) vs TRAIX (9 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. TRAIX (65.10). FBONX has a lower initial minimum investment than TRAIX: FBONX (250) vs TRAIX (500000). FBONX annual gain was more profitable for investors over the last year : 21.23 vs. TRAIX (16.61).
| FBONX | TRAIX | FBONX / TRAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | 14.314 | 12.802 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 65.1B | 363% |
| Annual Yield % from dividends | 2.50 | 2.08 | 120% |
| Returns for 1 year | 21.23 | 16.61 | 128% |
| Returns for 3 years | 12.91 | -0.16 | -8,183% |
| Returns for 5 years | N/A | 27.68 | - |
| Returns for 10 years | N/A | N/A | - |