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FBONX vs SBACX
FBONX vs SBACX Comparison
Open Charts FBONX vs SBACX
American Funds American Balanced 529-F-3
Price$32.96
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
Touchstone Balanced C
Price$26.17
Change-$0.12 (-0.46%)
VolumeN/A
Net Assets863.89M
FBONX vs SBACX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 225B vs. SBACX (864M). FBONX pays higher dividends than SBACX: FBONX (2.26) vs SBACX (0.64). FBONX was incepted earlier than SBACX: FBONX (4 years) vs SBACX (27 years). SBACX (1.78) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. SBACX (70.00). FBONX has a lower initial minimum investment than SBACX: FBONX (250) vs SBACX (2500). SBACX (2.92) and FBONX (2.88) have marching annual gain over last year.
| FBONX | SBACX | FBONX / SBACX | |
| Total Expense Ratio | 0.30 | 1.78 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.78 | 17% |
| Fund Existence | 4 years | 27 years | - |
| Gain YTD | -3.622 | -6.280 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 864M | 26,042% |
| Annual Yield % from dividends | 2.26 | 0.64 | 352% |
| Returns for 1 year | 2.88 | 2.92 | 98% |
| Returns for 3 years | 12.09 | 10.49 | 115% |
| Returns for 5 years | N/A | 30.40 | - |
| Returns for 10 years | N/A | 36.44 | - |
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