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FBONX vs SEBLX
FBONX vs SEBLX Comparison
Open Charts FBONX vs SEBLX
American Funds American Balanced 529-F-3
Price$39.56
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Touchstone Balanced A
Price$31.13
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets1.01B
FBONX vs SEBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 268B vs. SEBLX (1.01B). FBONX pays higher dividends than SEBLX: FBONX (1.97) vs SEBLX (1.30). FBONX was incepted earlier than SEBLX: FBONX (5 years) vs SEBLX (87 years). SEBLX (1.02) is less costly to investors than FBONX (0.30). SEBLX is a more actively managed with annual turnover of: 82.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than SEBLX: FBONX (250) vs SEBLX (2500). SEBLX (10.73) and FBONX (10.27) have marching annual gain over last year. FBONX return over 5 years is better than : 45.24 vs. SEBLX (35.08).
| FBONX | SEBLX | FBONX / SEBLX | |
| Total Expense Ratio | 0.30 | 1.02 | 29% |
| Annual Report Gross Expense Ratio | 0.30 | 1.02 | 29% |
| Fund Existence | 5 years | 87 years | - |
| Gain YTD | 16.506 | 12.665 | 130% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 1.01B | 26,508% |
| Annual Yield % from dividends | 1.97 | 1.30 | 152% |
| Returns for 1 year | 10.27 | 10.73 | 96% |
| Returns for 3 years | 45.55 | 48.28 | 94% |
| Returns for 5 years | 45.24 | 35.08 | 129% |
| Returns for 10 years | N/A | 80.37 | - |