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FBAFX vs SCORX
FBAFX vs SCORX Comparison
Open Charts FBAFX vs SCORX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
FBAFX vs SCORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. SCORX (31.3M). FBAFX pays higher dividends than SCORX: FBAFX (1.94) vs SCORX (1.62). FBAFX was incepted earlier than SCORX: FBAFX (5 years) vs SCORX (19 years). SCORX (0.74) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. SCORX (17.00). FBAFX has a lower initial minimum investment than SCORX: FBAFX (250) vs SCORX (1000). SCORX annual gain was more profitable for investors over the last year : 11.79 vs. FBAFX (9.01). FBAFX return over 5 years is better than : 43.18 vs. SCORX (35.90).
| FBAFX | SCORX | FBAFX / SCORX | |
| Total Expense Ratio | 0.34 | 0.74 | 46% |
| Annual Report Gross Expense Ratio | 0.34 | 0.74 | 46% |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 15.061 | 14.725 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 31.3M | 859,425% |
| Annual Yield % from dividends | 1.94 | 1.62 | 120% |
| Returns for 1 year | 9.01 | 11.79 | 76% |
| Returns for 3 years | 44.43 | 37.28 | 119% |
| Returns for 5 years | 43.18 | 35.90 | 120% |
| Returns for 10 years | N/A | 74.01 | - |
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