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FBAFX vs SVBIX
FBAFX vs SVBIX Comparison
Open Charts FBAFX vs SVBIX
American Funds American Balanced 529-F-2
Price$36.64
Change-$0.04 (-0.11%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$29.26
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
FBAFX vs SVBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. SVBIX (5.59B). 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 : 22.94 vs. SVBIX (19.99).
| 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 | 15.862 | 13.328 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.59B | 4,292% |
| Annual Yield % from dividends | 2.47 | 1.57 | 157% |
| Returns for 1 year | 22.94 | 19.99 | 115% |
| Returns for 3 years | 14.29 | 11.62 | 123% |
| Returns for 5 years | N/A | 47.98 | - |
| Returns for 10 years | N/A | 71.09 | - |
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