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FBONX vs TWBIX
FBONX vs TWBIX Comparison
Open Charts FBONX vs TWBIX
American Funds American Balanced 529-F-3
Price$36.87
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
American Century Balanced I
Price$20.23
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets893.97M
FBONX vs TWBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. TWBIX (894M). FBONX pays higher dividends than TWBIX: FBONX (2.10) vs TWBIX (1.87). FBONX was incepted earlier than TWBIX: FBONX (5 years) vs TWBIX (37 years). TWBIX (0.89) is less costly to investors than FBONX (0.30). TWBIX is a more actively managed with annual turnover of: 72.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than TWBIX: FBONX (250) vs TWBIX (2500). FBONX annual gain was more profitable for investors over the last year : 7.79 vs. TWBIX (5.90).
| FBONX | TWBIX | FBONX / TWBIX | |
| Total Expense Ratio | 0.30 | 0.89 | 34% |
| Annual Report Gross Expense Ratio | 0.30 | 0.89 | 34% |
| Fund Existence | 5 years | 37 years | - |
| Gain YTD | 8.208 | 3.562 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 894M | 28,188% |
| Annual Yield % from dividends | 2.10 | 1.87 | 112% |
| Returns for 1 year | 7.79 | 5.90 | 132% |
| Returns for 3 years | 36.15 | 33.01 | 110% |
| Returns for 5 years | N/A | 10.17 | - |
| Returns for 10 years | N/A | 26.37 | - |
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