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FBAFX vs SCORX
FBAFX vs SCORX Comparison
Open Charts FBAFX vs SCORX
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
FBAFX vs SCORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. SCORX (25.8M). FBAFX pays higher dividends than SCORX: FBAFX (2.22) vs SCORX (1.87). FBAFX was incepted earlier than SCORX: FBAFX (4 years) vs SCORX (18 years). SCORX (0.81) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. SCORX (17.00). FBAFX has a lower initial minimum investment than SCORX: FBAFX (250) vs SCORX (1000). FBAFX annual gain was more profitable for investors over the last year : 4.44 vs. SCORX (3.19).
| FBAFX | SCORX | FBAFX / SCORX | |
| Total Expense Ratio | 0.33 | 0.81 | 41% |
| Annual Report Gross Expense Ratio | 0.33 | 0.81 | 41% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -1.440 | -2.414 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 25.8M | 879,845% |
| Annual Yield % from dividends | 2.22 | 1.87 | 119% |
| Returns for 1 year | 4.44 | 3.19 | 139% |
| Returns for 3 years | 16.56 | 12.44 | 133% |
| Returns for 5 years | N/A | 31.89 | - |
| Returns for 10 years | N/A | 37.55 | - |
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