Ad is loading...
Ad is loading...
FBAFX vs SSBIX
FBAFX vs SSBIX Comparison
Open Charts FBAFX vs SSBIX
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
State Street Balanced Index K
Price$12.88
Change-$0.10 (-0.77%)
VolumeN/A
CapitalizationN/A
FBAFX vs SSBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. SSBIX (159M). FBAFX was incepted earlier than SSBIX: FBAFX (4 years) vs SSBIX (1 year). FBAFX is a more actively managed with annual turnover of: 171.00 vs. SSBIX (2.00). SSBIX has a lower initial minimum investment than FBAFX: SSBIX (0) vs FBAFX (250). FBAFX (21.17) and SSBIX (21.12) have marching annual gain over last year.
| FBAFX | SSBIX | FBAFX / SSBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 1 year | - |
| Gain YTD | 14.313 | 13.982 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 159M | 148,428% |
| Annual Yield % from dividends | 2.47 | N/A | - |
| Returns for 1 year | 21.17 | 21.12 | 100% |
| Returns for 3 years | 12.79 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |