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FBAFX vs SSBIX
FBAFX vs SSBIX Comparison
Open Charts FBAFX vs SSBIX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
State Street Balanced Index K
Price$13.56
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets578.43M
FBAFX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. SSBIX (578M). FBAFX pays higher dividends than SSBIX: FBAFX (2.06) vs SSBIX (0.48). FBAFX was incepted earlier than SSBIX: FBAFX (5 years) vs SSBIX (2 years). SSBIX (1.13) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). SSBIX has a lower initial minimum investment than FBAFX: SSBIX (0) vs FBAFX (250). SSBIX annual gain was more profitable for investors over the last year : 10.98 vs. FBAFX (8.12).
| FBAFX | SSBIX | FBAFX / SSBIX | |
| Total Expense Ratio | 0.34 | 0.05 | 680% |
| Annual Report Gross Expense Ratio | 0.34 | 1.13 | 30% |
| Fund Existence | 5 years | 2 years | - |
| Gain YTD | 8.217 | 5.855 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 578M | 43,599% |
| Annual Yield % from dividends | 2.06 | 0.48 | 426% |
| Returns for 1 year | 8.12 | 10.98 | 74% |
| Returns for 3 years | 37.19 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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