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FBAFX vs SWOBX
FBAFX vs SWOBX Comparison
Open Charts FBAFX vs SWOBX
American Funds American Balanced 529-F-2
Price$37.82
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets256.16B
Schwab Balanced
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets705.98M
FBAFX vs SWOBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 256B vs. SWOBX (706M). SWOBX (2.10) and FBAFX (2.01) have matching dividends . FBAFX was incepted earlier than SWOBX: FBAFX (5 years) vs SWOBX (29 years). SWOBX (0.53) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. SWOBX (8.00). SWOBX has a lower initial minimum investment than FBAFX: SWOBX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 9.37 vs. SWOBX (7.86).
| FBAFX | SWOBX | FBAFX / SWOBX | |
| Total Expense Ratio | 0.34 | 0.51 | 67% |
| Annual Report Gross Expense Ratio | 0.34 | 0.53 | 64% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 10.975 | 7.955 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 706M | 36,261% |
| Annual Yield % from dividends | 2.01 | 2.10 | 96% |
| Returns for 1 year | 9.37 | 7.86 | 119% |
| Returns for 3 years | 40.34 | 21.70 | 186% |
| Returns for 5 years | N/A | 18.21 | - |
| Returns for 10 years | N/A | 45.56 | - |
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