Ad is loading...
FBAFX vs VSMGX
FBAFX vs VSMGX Comparison
Open Charts FBAFX vs VSMGX
American Funds American Balanced 529-F-2
Price$33.71
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$31.37
Change+$0.38 (+1.23%)
VolumeN/A
Net Assets20.9B
FBAFX vs VSMGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 227B vs. VSMGX (20.9B). VSMGX pays higher dividends than FBAFX: VSMGX (2.74) vs FBAFX (2.22). FBAFX was incepted earlier than VSMGX: FBAFX (4 years) vs VSMGX (31 years). FBAFX (0.33) is less costly to investors than VSMGX (0.13). FBAFX is a more actively managed with annual turnover of: 171.00 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 : 4.44 vs. VSMGX (1.36).
| FBAFX | VSMGX | FBAFX / VSMGX | |
| Total Expense Ratio | 0.33 | 0.13 | 254% |
| Annual Report Gross Expense Ratio | 0.33 | 0.13 | 254% |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | -1.440 | -1.085 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 20.9B | 1,086% |
| Annual Yield % from dividends | 2.22 | 2.74 | 81% |
| Returns for 1 year | 4.44 | 1.36 | 326% |
| Returns for 3 years | 16.56 | 5.85 | 283% |
| Returns for 5 years | N/A | 23.22 | - |
| Returns for 10 years | N/A | 37.80 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...