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FBONX vs SSBIX
FBONX vs SSBIX Comparison
Open Charts FBONX vs SSBIX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
State Street Balanced Index K
Price$12.88
Change-$0.10 (-0.77%)
VolumeN/A
CapitalizationN/A
FBONX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. SSBIX (159M). FBONX was incepted earlier than SSBIX: FBONX (4 years) vs SSBIX (1 year). FBONX is a more actively managed with annual turnover of: 171.00 vs. SSBIX (2.00). SSBIX has a lower initial minimum investment than FBONX: SSBIX (0) vs FBONX (250). FBONX (21.23) and SSBIX (21.12) have marching annual gain over last year.
| FBONX | SSBIX | FBONX / SSBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 1 year | - |
| Gain YTD | 14.314 | 13.982 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 159M | 148,428% |
| Annual Yield % from dividends | 2.50 | N/A | - |
| Returns for 1 year | 21.23 | 21.12 | 101% |
| Returns for 3 years | 12.91 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |