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FBONX vs SIBAX
FBONX vs SIBAX Comparison
Open Charts FBONX vs SIBAX
American Funds American Balanced 529-F-3
Price$35.62
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets244.2B
FBONX vs SIBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. SIBAX (65.7M). FBONX pays higher dividends than SIBAX: FBONX (2.18) vs SIBAX (1.48). FBONX was incepted earlier than SIBAX: FBONX (5 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: 44.00 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 : 5.40 vs. FBONX (4.82).
| FBONX | SIBAX | FBONX / SIBAX | |
| Total Expense Ratio | 0.30 | 0.91 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 5 years | 31 years | - |
| Gain YTD | 4.539 | 0.549 | 827% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 65.7M | 371,385% |
| Annual Yield % from dividends | 2.18 | 1.48 | 147% |
| Returns for 1 year | 4.82 | 5.40 | 89% |
| Returns for 3 years | 34.50 | 39.11 | 88% |
| Returns for 5 years | N/A | 43.25 | - |
| Returns for 10 years | N/A | 83.63 | - |
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