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FBAFX vs SIBLX
FBAFX vs SIBLX Comparison
Open Charts FBAFX vs SIBLX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Touchstone Balanced Y
Price$30.51
Change-$0.31 (-1.01%)
VolumeN/A
Net Assets1.01B
FBAFX vs SIBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. SIBLX (1.01B). FBAFX pays higher dividends than SIBLX: FBAFX (1.94) vs SIBLX (1.52). FBAFX was incepted earlier than SIBLX: FBAFX (5 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than FBAFX (0.34). SIBLX is a more actively managed with annual turnover of: 82.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than SIBLX: FBAFX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 10.94 vs. FBAFX (9.01). FBAFX return over 5 years is better than : 43.18 vs. SIBLX (35.64).
| FBAFX | SIBLX | FBAFX / SIBLX | |
| Total Expense Ratio | 0.34 | 0.79 | 43% |
| Annual Report Gross Expense Ratio | 0.34 | 0.79 | 43% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 15.061 | 12.833 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.01B | 26,660% |
| Annual Yield % from dividends | 1.94 | 1.52 | 128% |
| Returns for 1 year | 9.01 | 10.94 | 82% |
| Returns for 3 years | 44.43 | 48.66 | 91% |
| Returns for 5 years | 43.18 | 35.64 | 121% |
| Returns for 10 years | N/A | 82.65 | - |
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