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FBAFX vs SCORX
FBAFX vs SCORX Comparison
Open Charts FBAFX vs SCORX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
FBAFX vs SCORX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. SCORX (31.1M). FBAFX pays higher dividends than SCORX: FBAFX (1.90) 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). FBAFX annual gain was more profitable for investors over the last year : 10.04 vs. SCORX (9.27). FBAFX return over 5 years is better than : 42.47 vs. SCORX (32.44).
| 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 | 17.387 | 13.699 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 31.1M | 864,952% |
| Annual Yield % from dividends | 1.90 | 1.62 | 117% |
| Returns for 1 year | 10.04 | 9.27 | 108% |
| Returns for 3 years | 42.67 | 31.97 | 133% |
| Returns for 5 years | 42.47 | 32.44 | 131% |
| Returns for 10 years | N/A | 78.29 | - |
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