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FBONX vs SSBIX
FBONX vs SSBIX Comparison
Open Charts FBONX vs SSBIX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
State Street Balanced Index K
Price$12.39
Change+$0.17 (+1.39%)
VolumeN/A
Net Assets531.12M
FBONX vs SSBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. SSBIX (531M). FBONX pays higher dividends than SSBIX: FBONX (2.26) vs SSBIX (0.52). FBONX was incepted earlier than SSBIX: FBONX (4 years) vs SSBIX (1 year). SSBIX (1.13) is less costly to investors than FBONX (0.30). 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). SSBIX annual gain was more profitable for investors over the last year : 6.15 vs. FBONX (4.45).
| FBONX | SSBIX | FBONX / SSBIX | |
| Total Expense Ratio | 0.30 | 0.05 | 600% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 4 years | 1 year | - |
| Gain YTD | -1.458 | -4.606 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 531M | 42,750% |
| Annual Yield % from dividends | 2.26 | 0.52 | 436% |
| Returns for 1 year | 4.45 | 6.15 | 72% |
| Returns for 3 years | 16.68 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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