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FBONX vs SVBIX
FBONX vs SVBIX Comparison
Open Charts FBONX vs SVBIX
American Funds American Balanced 529-F-3
Price$36.63
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
JHancock Balanced I
Price$29.26
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
FBONX vs SVBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. SVBIX (5.59B). 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 : 22.95 vs. SVBIX (19.99).
| 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 | 15.864 | 13.328 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 5.59B | 4,292% |
| Annual Yield % from dividends | 2.50 | 1.57 | 159% |
| Returns for 1 year | 22.95 | 19.99 | 115% |
| Returns for 3 years | 14.37 | 11.62 | 124% |
| Returns for 5 years | N/A | 47.98 | - |
| Returns for 10 years | N/A | 71.09 | - |
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