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FBONX vs SVBIX
FBONX vs SVBIX Comparison
Open Charts FBONX vs SVBIX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$29.23
Change-$0.03 (-0.10%)
VolumeN/A
CapitalizationN/A
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FBONX vs SVBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. SVBIX (5.55B). FBONX pays higher dividends than SVBIX: FBONX (2.50) vs SVBIX (1.57). FBONX was incepted earlier than SVBIX: FBONX (4 years) vs SVBIX (23 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. SVBIX (62.00). FBONX has a lower initial minimum investment than SVBIX: FBONX (250) vs SVBIX (250000). FBONX annual gain was more profitable for investors over the last year : 24.74 vs. SVBIX (23.13).
| FBONX | SVBIX | FBONX / SVBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 23 years | - |
| Gain YTD | 14.251 | 12.673 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 5.55B | 4,252% |
| Annual Yield % from dividends | 2.50 | 1.57 | 159% |
| Returns for 1 year | 24.74 | 23.13 | 107% |
| Returns for 3 years | 17.33 | 13.87 | 125% |
| Returns for 5 years | N/A | 50.10 | - |
| Returns for 10 years | N/A | 73.02 | - |
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