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FBONX vs SWOBX
FBONX vs SWOBX Comparison
Open Charts FBONX vs SWOBX
American Funds American Balanced 529-F-3
Price$37.81
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets256.16B
Schwab Balanced
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets705.98M
FBONX vs SWOBX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 256B vs. SWOBX (706M). SWOBX (2.10) and FBONX (2.05) have matching dividends . FBONX was incepted earlier than SWOBX: FBONX (5 years) vs SWOBX (29 years). SWOBX (0.53) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. SWOBX (8.00). SWOBX has a lower initial minimum investment than FBONX: SWOBX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 9.38 vs. SWOBX (7.86).
| FBONX | SWOBX | FBONX / SWOBX | |
| Total Expense Ratio | 0.30 | 0.51 | 59% |
| Annual Report Gross Expense Ratio | 0.30 | 0.53 | 57% |
| Fund Existence | 5 years | 29 years | - |
| Gain YTD | 10.966 | 7.955 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 706M | 36,261% |
| Annual Yield % from dividends | 2.05 | 2.10 | 98% |
| Returns for 1 year | 9.38 | 7.86 | 119% |
| Returns for 3 years | 40.49 | 21.70 | 187% |
| Returns for 5 years | N/A | 18.21 | - |
| Returns for 10 years | N/A | 45.56 | - |
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