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FBONX vs SBACX
FBONX vs SBACX Comparison
Open Charts FBONX vs SBACX
American Funds American Balanced 529-F-3
Price$34.90
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
Touchstone Balanced C
Price$28.01
Change+$0.61 (+2.23%)
VolumeN/A
Net Assets901.64M
FBONX vs SBACX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. SBACX (902M). FBONX pays higher dividends than SBACX: FBONX (2.26) 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 : 5.25 vs. FBONX (4.32).
| 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 | 0.442 | -1.875 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 902M | 25,942% |
| Annual Yield % from dividends | 2.26 | 0.65 | 349% |
| Returns for 1 year | 4.32 | 5.25 | 82% |
| Returns for 3 years | 22.70 | 24.09 | 94% |
| Returns for 5 years | N/A | 37.74 | - |
| Returns for 10 years | N/A | 42.50 | - |
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