Ad is loading...
FBAFX vs SWOBX
FBAFX vs SWOBX Comparison
Open Charts FBAFX vs SWOBX
American Funds American Balanced 529-F-2
Price$34.90
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
Schwab Balanced
Price$16.86
Change+$0.28 (+1.69%)
VolumeN/A
Net Assets668.25M
FBAFX vs SWOBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. SWOBX (668M). SWOBX (2.30) and FBAFX (2.22) 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 (4.28) and SWOBX (4.13) have marching annual gain over last year.
| 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 | 0.431 | -0.837 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 668M | 35,030% |
| Annual Yield % from dividends | 2.22 | 2.30 | 97% |
| Returns for 1 year | 4.28 | 4.13 | 104% |
| Returns for 3 years | 22.58 | 9.48 | 238% |
| Returns for 5 years | N/A | 23.44 | - |
| Returns for 10 years | N/A | 27.11 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...