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FBONX vs SIBLX
FBONX vs SIBLX Comparison
Open Charts FBONX vs SIBLX
American Funds American Balanced 529-F-3
Price$36.81
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
Touchstone Balanced Y
Price$29.18
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets966.5M
FBONX vs SIBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 251B vs. SIBLX (967M). FBONX pays higher dividends than SIBLX: FBONX (2.10) vs SIBLX (1.61). FBONX was incepted earlier than SIBLX: FBONX (5 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than FBONX (0.30). SIBLX is a more actively managed with annual turnover of: 70.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than SIBLX: FBONX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 9.15 vs. FBONX (5.95).
| FBONX | SIBLX | FBONX / SIBLX | |
| Total Expense Ratio | 0.30 | 0.79 | 38% |
| Annual Report Gross Expense Ratio | 0.30 | 0.79 | 38% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 8.032 | 6.203 | 129% |
| 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 | 1.61 | 130% |
| Returns for 1 year | 5.95 | 9.15 | 65% |
| Returns for 3 years | 37.49 | 40.87 | 92% |
| Returns for 5 years | N/A | 38.76 | - |
| Returns for 10 years | N/A | 67.25 | - |
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