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FBAFX vs SIBLX
FBAFX vs SIBLX Comparison
Open Charts FBAFX vs SIBLX
American Funds American Balanced 529-F-2
Price$36.81
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Touchstone Balanced Y
Price$29.18
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets966.5M
FBAFX vs SIBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 251B vs. SIBLX (967M). FBAFX pays higher dividends than SIBLX: FBAFX (2.06) vs SIBLX (1.61). 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: 70.00 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 : 9.15 vs. FBAFX (5.91).
| 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 | 8.011 | 6.203 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 967M | 25,957% |
| Annual Yield % from dividends | 2.06 | 1.61 | 128% |
| Returns for 1 year | 5.91 | 9.15 | 65% |
| Returns for 3 years | 37.31 | 40.87 | 91% |
| Returns for 5 years | N/A | 38.76 | - |
| Returns for 10 years | N/A | 67.25 | - |