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FBAFX vs SCORX
FBAFX vs SCORX Comparison
Open Charts FBAFX vs SCORX
American Funds American Balanced 529-F-2
Price$34.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
FBAFX vs SCORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 238B vs. SCORX (27.3M). FBAFX pays higher dividends than SCORX: FBAFX (2.22) vs SCORX (1.85). FBAFX was incepted earlier than SCORX: FBAFX (5 years) vs SCORX (18 years). SCORX (0.74) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. SCORX (17.00). FBAFX has a lower initial minimum investment than SCORX: FBAFX (250) vs SCORX (1000). FBAFX (5.04) and SCORX (4.81) have marching annual gain over last year.
| FBAFX | SCORX | FBAFX / SCORX | |
| Total Expense Ratio | 0.34 | 0.74 | 46% |
| Annual Report Gross Expense Ratio | 0.34 | 0.74 | 46% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 2.098 | 2.535 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 27.3M | 871,795% |
| Annual Yield % from dividends | 2.22 | 1.85 | 120% |
| Returns for 1 year | 5.04 | 4.81 | 105% |
| Returns for 3 years | 24.82 | 21.77 | 114% |
| Returns for 5 years | N/A | 36.05 | - |
| Returns for 10 years | N/A | 45.56 | - |