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FBONX vs SBACX
FBONX vs SBACX Comparison
Open Charts FBONX vs SBACX
American Funds American Balanced 529-F-3
Price$36.64
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets251.03B
Touchstone Balanced C
Price$29.44
Change-$0.15 (-0.51%)
VolumeN/A
Net Assets966.52M
FBONX vs SBACX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 251B vs. SBACX (967M). FBONX pays higher dividends than SBACX: FBONX (2.10) vs SBACX (0.65). FBONX was incepted earlier than SBACX: FBONX (5 years) vs SBACX (27 years). SBACX (1.78) is less costly to investors than FBONX (0.30). SBACX is a more actively managed with annual turnover of: 70.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than SBACX: FBONX (250) vs SBACX (2500). SBACX annual gain was more profitable for investors over the last year : 9.57 vs. FBONX (6.99).
| FBONX | SBACX | FBONX / SBACX | |
| Total Expense Ratio | 0.30 | 1.78 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.78 | 17% |
| Fund Existence | 5 years | 27 years | - |
| Gain YTD | 7.533 | 6.166 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 967M | 25,957% |
| Annual Yield % from dividends | 2.10 | 0.65 | 321% |
| Returns for 1 year | 6.99 | 9.57 | 73% |
| Returns for 3 years | 36.29 | 37.51 | 97% |
| Returns for 5 years | N/A | 35.78 | - |
| Returns for 10 years | N/A | 56.89 | - |
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