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FBONX vs SWOBX
FBONX vs SWOBX Comparison
Open Charts FBONX vs SWOBX
American Funds American Balanced 529-F-3
Price$34.90
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
Schwab Balanced
Price$16.86
Change+$0.28 (+1.69%)
VolumeN/A
Net Assets668.25M
FBONX vs SWOBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. SWOBX (668M). SWOBX (2.30) and FBONX (2.26) 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 (4.32) and SWOBX (4.13) have marching annual gain over last year.
| 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 | 0.442 | -0.837 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 668M | 35,030% |
| Annual Yield % from dividends | 2.26 | 2.30 | 98% |
| Returns for 1 year | 4.32 | 4.13 | 105% |
| Returns for 3 years | 22.70 | 9.48 | 240% |
| Returns for 5 years | N/A | 23.44 | - |
| Returns for 10 years | N/A | 27.11 | - |
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