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FBAFX vs SIBLX
FBAFX vs SIBLX Comparison
Open Charts FBAFX vs SIBLX
American Funds American Balanced 529-F-2
Price$37.07
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets252.49B
Touchstone Balanced Y
Price$29.52
Change+$0.12 (+0.41%)
VolumeN/A
Net Assets974.06M
FBAFX vs SIBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. SIBLX (974M). FBAFX pays higher dividends than SIBLX: FBAFX (2.04) vs SIBLX (1.59). 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 : 13.89 vs. FBAFX (11.10).
| 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 | 8.774 | 7.224 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 974M | 25,873% |
| Annual Yield % from dividends | 2.04 | 1.59 | 129% |
| Returns for 1 year | 11.10 | 13.89 | 80% |
| Returns for 3 years | 33.26 | 35.85 | 93% |
| Returns for 5 years | N/A | 35.98 | - |
| Returns for 10 years | N/A | 70.73 | - |
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