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FBAFX vs VGSTX
FBAFX vs VGSTX Comparison
Open Charts FBAFX vs VGSTX
American Funds American Balanced 529-F-2
Price$34.89
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
Vanguard STAR I
Price$28.25
Change-$0.32 (-1.12%)
VolumeN/A
Net Assets21.63B
FBAFX vs VGSTX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. VGSTX (21.6B). VGSTX (2.33) and FBAFX (2.22) have matching dividends . FBAFX was incepted earlier than VGSTX: FBAFX (5 years) vs VGSTX (40 years). FBAFX (0.34) is less costly to investors than VGSTX (0.30). FBAFX is a more actively managed with annual turnover of: 44.00 vs. VGSTX (4.00). FBAFX has a lower initial minimum investment than VGSTX: FBAFX (250) vs VGSTX (1000). FBAFX annual gain was more profitable for investors over the last year : 4.58 vs. VGSTX (2.18).
| FBAFX | VGSTX | FBAFX / VGSTX | |
| Total Expense Ratio | 0.34 | 0.30 | 113% |
| Annual Report Gross Expense Ratio | 0.34 | 0.30 | 113% |
| Fund Existence | 5 years | 40 years | - |
| Gain YTD | 2.010 | 3.967 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 21.6B | 1,111% |
| Annual Yield % from dividends | 2.22 | 2.33 | 95% |
| Returns for 1 year | 4.58 | 2.18 | 210% |
| Returns for 3 years | 25.72 | 10.79 | 238% |
| Returns for 5 years | N/A | 14.38 | - |
| Returns for 10 years | N/A | 24.18 | - |
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