Ad is loading...
FBONX vs SSIAX
FBONX vs SSIAX Comparison
Open Charts FBONX vs SSIAX
American Funds American Balanced 529-F-3
Price$36.10
Change+$0.38 (+1.06%)
VolumeN/A
CapitalizationN/A
1919 Socially Responsive Balanced A
Price$31.08
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBONX vs SSIAX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. SSIAX (878M). FBONX pays higher dividends than SSIAX: FBONX (2.50) vs SSIAX (0.50). FBONX was incepted earlier than SSIAX: FBONX (4 years) vs SSIAX (32 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. SSIAX (10.00). FBONX has a lower initial minimum investment than SSIAX: FBONX (250) vs SSIAX (1000). SSIAX annual gain was more profitable for investors over the last year : 23.35 vs. FBONX (21.32).
| FBONX | SSIAX | FBONX / SSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 32 years | - |
| Gain YTD | 12.986 | 13.907 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 878M | 26,651% |
| Annual Yield % from dividends | 2.50 | 0.50 | 496% |
| Returns for 1 year | 21.32 | 23.35 | 91% |
| Returns for 3 years | 14.84 | 13.35 | 111% |
| Returns for 5 years | N/A | 61.64 | - |
| Returns for 10 years | N/A | 55.98 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...