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FBONX vs SVBAX
FBONX vs SVBAX Comparison
Open Charts FBONX vs SVBAX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
JHancock Balanced A
Price$28.94
Change-$0.24 (-0.82%)
VolumeN/A
CapitalizationN/A
FBONX vs SVBAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. SVBAX (5.53B). FBONX pays higher dividends than SVBAX: FBONX (2.50) vs SVBAX (1.31). FBONX was incepted earlier than SVBAX: FBONX (4 years) vs SVBAX (32 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. SVBAX (62.00). FBONX has a lower initial minimum investment than SVBAX: FBONX (250) vs SVBAX (1000). FBONX annual gain was more profitable for investors over the last year : 21.23 vs. SVBAX (18.43).
| FBONX | SVBAX | FBONX / SVBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 32 years | - |
| Gain YTD | 14.314 | 11.714 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 5.53B | 4,270% |
| Annual Yield % from dividends | 2.50 | 1.31 | 192% |
| Returns for 1 year | 21.23 | 18.43 | 115% |
| Returns for 3 years | 12.91 | 9.53 | 135% |
| Returns for 5 years | N/A | 44.51 | - |
| Returns for 10 years | N/A | 64.88 | - |
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