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FBONX vs SIBAX
FBONX vs SIBAX Comparison
Open Charts FBONX vs SIBAX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
FBONX vs SIBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. SIBAX (60.5M). FBONX pays higher dividends than SIBAX: FBONX (2.26) vs SIBAX (1.52). FBONX was incepted earlier than SIBAX: FBONX (4 years) vs SIBAX (31 years). SIBAX (1.11) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. SIBAX (33.30). FBONX has a lower initial minimum investment than SIBAX: FBONX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 4.75 vs. FBONX (4.45).
| FBONX | SIBAX | FBONX / SIBAX | |
| Total Expense Ratio | 0.30 | 0.91 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 4 years | 31 years | - |
| Gain YTD | -1.458 | -7.368 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 60.5M | 375,207% |
| Annual Yield % from dividends | 2.26 | 1.52 | 149% |
| Returns for 1 year | 4.45 | 4.75 | 94% |
| Returns for 3 years | 16.68 | 17.06 | 98% |
| Returns for 5 years | N/A | 42.67 | - |
| Returns for 10 years | N/A | 70.33 | - |
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