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FBAFX vs SCORX
FBAFX vs SCORX Comparison
Open Charts FBAFX vs SCORX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
FBAFX vs SCORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. SCORX (28.7M). FBAFX pays higher dividends than SCORX: FBAFX (2.06) vs SCORX (1.74). FBAFX was incepted earlier than SCORX: FBAFX (5 years) vs SCORX (18 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 : 9.54 vs. FBAFX (8.12).
| 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 | 18 years | - |
| Gain YTD | 8.217 | 7.483 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 28.7M | 878,049% |
| Annual Yield % from dividends | 2.06 | 1.74 | 118% |
| Returns for 1 year | 8.12 | 9.54 | 85% |
| Returns for 3 years | 37.19 | 31.61 | 118% |
| Returns for 5 years | N/A | 38.00 | - |
| Returns for 10 years | N/A | 56.86 | - |
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