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FBAFX vs VSMGX
FBAFX vs VSMGX Comparison
Open Charts FBAFX vs VSMGX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.00
Change-$0.30 (-0.90%)
VolumeN/A
Net Assets21.53B
FBAFX vs VSMGX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. VSMGX (21.5B). VSMGX pays higher dividends than FBAFX: VSMGX (2.63) vs FBAFX (2.14). 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 : 5.57 vs. VSMGX (3.65).
| 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 | 4.578 | 5.330 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 21.5B | 1,135% |
| Annual Yield % from dividends | 2.14 | 2.63 | 81% |
| Returns for 1 year | 5.57 | 3.65 | 153% |
| Returns for 3 years | 34.68 | 23.22 | 149% |
| Returns for 5 years | N/A | 23.46 | - |
| Returns for 10 years | N/A | 49.18 | - |
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