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FBONX vs SIBLX
FBONX vs SIBLX Comparison
Open Charts FBONX vs SIBLX
American Funds American Balanced 529-F-3
Price$35.81
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets243.73B
Touchstone Balanced Y
Price$28.10
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets933.43M
FBONX vs SIBLX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. SIBLX (933M). FBONX pays higher dividends than SIBLX: FBONX (2.18) vs SIBLX (1.62). 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 : 9.24 vs. FBONX (8.43).
| 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 | 4.712 | 1.619 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 933M | 26,152% |
| Annual Yield % from dividends | 2.18 | 1.62 | 134% |
| Returns for 1 year | 8.43 | 9.24 | 91% |
| Returns for 3 years | 25.33 | 28.78 | 88% |
| Returns for 5 years | N/A | 35.19 | - |
| Returns for 10 years | N/A | 61.74 | - |
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