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FBONX vs SIBLX
FBONX vs SIBLX Comparison
Open Charts FBONX vs SIBLX
American Funds American Balanced 529-F-3
Price$37.55
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets255.46B
Touchstone Balanced Y
Price$29.92
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets990.47M
FBONX vs SIBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 255B vs. SIBLX (990M). FBONX pays higher dividends than SIBLX: FBONX (2.08) vs SIBLX (1.59). 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 : 10.86 vs. FBONX (7.53).
| 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 | 10.203 | 8.975 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 990M | 25,758% |
| Annual Yield % from dividends | 2.08 | 1.59 | 131% |
| Returns for 1 year | 7.53 | 10.86 | 69% |
| Returns for 3 years | 36.50 | 40.31 | 91% |
| Returns for 5 years | N/A | 33.74 | - |
| Returns for 10 years | N/A | 78.84 | - |
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