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FBAFX vs VSMGX
FBAFX vs VSMGX Comparison
Open Charts FBAFX vs VSMGX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.60
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets21.53B
FBAFX vs VSMGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. VSMGX (21.5B). VSMGX pays higher dividends than FBAFX: VSMGX (2.60) vs FBAFX (2.06). FBAFX was incepted earlier than VSMGX: FBAFX (5 years) vs VSMGX (31 years). FBAFX (0.34) is less costly to investors than VSMGX (0.13). FBAFX is a more actively managed with annual turnover of: 44.00 vs. VSMGX (6.00). FBAFX has a lower initial minimum investment than VSMGX: FBAFX (250) vs VSMGX (3000). FBAFX annual gain was more profitable for investors over the last year : 8.12 vs. VSMGX (6.13).
| FBAFX | VSMGX | FBAFX / VSMGX | |
| Total Expense Ratio | 0.34 | 0.13 | 262% |
| Annual Report Gross Expense Ratio | 0.34 | 0.13 | 262% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 8.217 | 8.032 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 21.5B | 1,172% |
| Annual Yield % from dividends | 2.06 | 2.60 | 79% |
| Returns for 1 year | 8.12 | 6.13 | 132% |
| Returns for 3 years | 37.19 | 24.39 | 152% |
| Returns for 5 years | N/A | 24.72 | - |
| Returns for 10 years | N/A | 55.24 | - |