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FBONX vs SSBIX
FBONX vs SSBIX Comparison
Open Charts FBONX vs SSBIX
American Funds American Balanced 529-F-3
Price$36.51
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
State Street Balanced Index K
Price$13.41
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets571.1M
FBONX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 249B vs. SSBIX (571M). FBONX pays higher dividends than SSBIX: FBONX (2.18) vs SSBIX (0.50). FBONX was incepted earlier than SSBIX: FBONX (5 years) vs SSBIX (2 years). SSBIX (1.13) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). SSBIX has a lower initial minimum investment than FBONX: SSBIX (0) vs FBONX (250). SSBIX annual gain was more profitable for investors over the last year : 9.95 vs. FBONX (7.91).
| FBONX | SSBIX | FBONX / SSBIX | |
| Total Expense Ratio | 0.30 | 0.05 | 600% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 5 years | 2 years | - |
| Gain YTD | 7.151 | 4.450 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 571M | 43,608% |
| Annual Yield % from dividends | 2.18 | 0.50 | 435% |
| Returns for 1 year | 7.91 | 9.95 | 79% |
| Returns for 3 years | 36.32 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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