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FBAFX vs SVBIX
FBAFX vs SVBIX Comparison
Open Charts FBAFX vs SVBIX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$29.23
Change-$0.03 (-0.10%)
VolumeN/A
CapitalizationN/A
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FBAFX vs SVBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. SVBIX (5.55B). FBAFX pays higher dividends than SVBIX: FBAFX (2.47) vs SVBIX (1.57). FBAFX was incepted earlier than SVBIX: FBAFX (4 years) vs SVBIX (23 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (62.00). FBAFX has a lower initial minimum investment than SVBIX: FBAFX (250) vs SVBIX (250000). FBAFX annual gain was more profitable for investors over the last year : 24.73 vs. SVBIX (23.13).
| FBAFX | SVBIX | FBAFX / SVBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 14.250 | 12.673 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 5.55B | 4,252% |
| Annual Yield % from dividends | 2.47 | 1.57 | 157% |
| Returns for 1 year | 24.73 | 23.13 | 107% |
| Returns for 3 years | 17.24 | 13.87 | 124% |
| Returns for 5 years | N/A | 50.10 | - |
| Returns for 10 years | N/A | 73.02 | - |
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