Ad is loading...
FBONX vs SIBLX
FBONX vs SIBLX Comparison
Open Charts FBONX vs SIBLX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Touchstone Balanced Y
Price$26.61
Change+$0.42 (+1.60%)
VolumeN/A
Net Assets873.92M
FBONX vs SIBLX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. SIBLX (874M). FBONX pays higher dividends than SIBLX: FBONX (2.26) vs SIBLX (1.66). FBONX was incepted earlier than SIBLX: FBONX (4 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. SIBLX (70.00). FBONX has a lower initial minimum investment than SIBLX: FBONX (250) vs SIBLX (2500). SIBLX (4.62) and FBONX (4.45) have marching annual gain over last year.
| FBONX | SIBLX | FBONX / SIBLX | |
| Total Expense Ratio | 0.30 | 0.79 | 38% |
| Annual Report Gross Expense Ratio | 0.30 | 0.79 | 38% |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | -1.458 | -4.882 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 874M | 25,973% |
| Annual Yield % from dividends | 2.26 | 1.66 | 136% |
| Returns for 1 year | 4.45 | 4.62 | 96% |
| Returns for 3 years | 16.68 | 16.61 | 100% |
| Returns for 5 years | N/A | 37.85 | - |
| Returns for 10 years | N/A | 50.04 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| KOMP | 46.19 | 1.33 | +2.96% |
| SPDR® S&P Kensho New Economies Comps ETF | |||
| ISD | 13.47 | 0.21 | +1.58% |
| PGIM High Yield | |||
| XYLG | 25.62 | 0.34 | +1.35% |
| Global X S&P 500® Covered Call & Gr ETF | |||
| OACP | 22.64 | 0.09 | +0.38% |
| OneAscent Core Plus Bond ETF | |||
| EEV | 15.60 | -0.38 | -2.37% |
| ProShares UltraShort MSCI Emerging Mkts | |||