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FBAFX vs SIBAX
FBAFX vs SIBAX Comparison
Open Charts FBAFX vs SIBAX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
FBAFX vs SIBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. SIBAX (74.9M). FBAFX pays higher dividends than SIBAX: FBAFX (1.90) vs SIBAX (1.37). FBAFX was incepted earlier than SIBAX: FBAFX (5 years) vs SIBAX (32 years). SIBAX (1.11) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (35.11). FBAFX has a lower initial minimum investment than SIBAX: FBAFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 11.51 vs. FBAFX (9.57). FBAFX (42.71) and SIBAX (42.56) have equivalent 5 years return.
| FBAFX | SIBAX | FBAFX / SIBAX | |
| Total Expense Ratio | 0.34 | 0.91 | 37% |
| Annual Report Gross Expense Ratio | 0.34 | 1.11 | 31% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 16.857 | 13.625 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 74.9M | 359,146% |
| Annual Yield % from dividends | 1.90 | 1.37 | 139% |
| Returns for 1 year | 9.57 | 11.51 | 83% |
| Returns for 3 years | 42.02 | 50.65 | 83% |
| Returns for 5 years | 42.71 | 42.56 | 100% |
| Returns for 10 years | N/A | 107.35 | - |
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