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FBAFX vs SIBLX
FBAFX vs SIBLX Comparison
Open Charts FBAFX vs SIBLX
American Funds American Balanced 529-F-2
Price$39.45
Change+$0.28 (+0.71%)
VolumeN/A
Net Assets268.39B
Touchstone Balanced Y
Price$30.88
Change+$0.17 (+0.55%)
VolumeN/A
Net Assets1.01B
FBAFX vs SIBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 268B vs. SIBLX (1.01B). FBAFX pays higher dividends than SIBLX: FBAFX (1.97) vs SIBLX (1.54). FBAFX was incepted earlier than SIBLX: FBAFX (5 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than FBAFX (0.34). SIBLX is a more actively managed with annual turnover of: 82.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than SIBLX: FBAFX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 12.63 vs. FBAFX (11.29).
| FBAFX | SIBLX | FBAFX / SIBLX | |
| Total Expense Ratio | 0.34 | 0.79 | 43% |
| Annual Report Gross Expense Ratio | 0.34 | 0.79 | 43% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 16.150 | 13.052 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 1.01B | 26,456% |
| Annual Yield % from dividends | 1.97 | 1.54 | 128% |
| Returns for 1 year | 11.29 | 12.63 | 89% |
| Returns for 3 years | 50.86 | 51.89 | 98% |
| Returns for 5 years | N/A | 39.87 | - |
| Returns for 10 years | N/A | 79.68 | - |
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