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FBONX vs SCORX
FBONX vs SCORX Comparison
Open Charts FBONX vs SCORX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
FBONX vs SCORX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. SCORX (25.8M). FBONX pays higher dividends than SCORX: FBONX (2.26) vs SCORX (1.87). FBONX was incepted earlier than SCORX: FBONX (4 years) vs SCORX (18 years). SCORX (0.81) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. SCORX (17.00). FBONX has a lower initial minimum investment than SCORX: FBONX (250) vs SCORX (1000). SCORX annual gain was more profitable for investors over the last year : 3.19 vs. FBONX (1.94).
| FBONX | SCORX | FBONX / SCORX | |
| Total Expense Ratio | 0.30 | 0.81 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.81 | 37% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -3.710 | -2.414 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 25.8M | 879,845% |
| Annual Yield % from dividends | 2.26 | 1.87 | 121% |
| Returns for 1 year | 1.94 | 3.19 | 61% |
| Returns for 3 years | 14.20 | 12.44 | 114% |
| Returns for 5 years | N/A | 31.89 | - |
| Returns for 10 years | N/A | 37.55 | - |
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