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FBAFX vs SIBAX
FBAFX vs SIBAX Comparison
Open Charts FBAFX vs SIBAX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
FBAFX vs SIBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. SIBAX (74.8M). FBAFX pays higher dividends than SIBAX: FBAFX (1.94) 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 : 12.12 vs. FBAFX (10.25). SIBAX (45.47) and FBAFX (44.98) 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 | 16.503 | 13.996 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 74.8M | 359,626% |
| Annual Yield % from dividends | 1.94 | 1.37 | 141% |
| Returns for 1 year | 10.25 | 12.12 | 85% |
| Returns for 3 years | 45.39 | 54.09 | 84% |
| Returns for 5 years | 44.98 | 45.47 | 99% |
| Returns for 10 years | N/A | 112.91 | - |
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