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FBAFX vs SIBAX
FBAFX vs SIBAX Comparison
Open Charts FBAFX vs SIBAX
American Funds American Balanced 529-F-2
Price$36.61
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets251.12B
FBAFX vs SIBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 251B vs. SIBAX (68.1M). FBAFX pays higher dividends than SIBAX: FBAFX (2.06) vs SIBAX (1.42). FBAFX was incepted earlier than SIBAX: FBAFX (5 years) vs SIBAX (32 years). SIBAX (1.11) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 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 : 9.40 vs. FBAFX (8.65).
| FBAFX | SIBAX | FBAFX / SIBAX | |
| Total Expense Ratio | 0.34 | 0.91 | 37% |
| Annual Report Gross Expense Ratio | 0.34 | 1.11 | 31% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 7.630 | 4.423 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 68.1M | 368,576% |
| Annual Yield % from dividends | 2.06 | 1.42 | 146% |
| Returns for 1 year | 8.65 | 9.40 | 92% |
| Returns for 3 years | 36.44 | 42.44 | 86% |
| Returns for 5 years | N/A | 47.04 | - |
| Returns for 10 years | N/A | 93.62 | - |
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