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FBAFX vs SIBAX
FBAFX vs SIBAX Comparison
Open Charts FBAFX vs SIBAX
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
FBAFX vs SIBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. SIBAX (60.5M). FBAFX pays higher dividends than SIBAX: FBAFX (2.22) vs SIBAX (1.52). FBAFX was incepted earlier than SIBAX: FBAFX (4 years) vs SIBAX (31 years). SIBAX (1.11) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. SIBAX (33.30). FBAFX has a lower initial minimum investment than SIBAX: FBAFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 4.75 vs. FBAFX (4.44).
| FBAFX | SIBAX | FBAFX / SIBAX | |
| Total Expense Ratio | 0.33 | 0.91 | 36% |
| Annual Report Gross Expense Ratio | 0.33 | 1.11 | 30% |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | -1.440 | -7.368 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 60.5M | 375,207% |
| Annual Yield % from dividends | 2.22 | 1.52 | 146% |
| Returns for 1 year | 4.44 | 4.75 | 94% |
| Returns for 3 years | 16.56 | 17.06 | 97% |
| Returns for 5 years | N/A | 42.67 | - |
| Returns for 10 years | N/A | 70.33 | - |
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