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FBONX vs SIBAX
FBONX vs SIBAX Comparison
Open Charts FBONX vs SIBAX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
FBONX vs SIBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. SIBAX (69.7M). FBONX pays higher dividends than SIBAX: FBONX (2.10) vs SIBAX (1.42). FBONX was incepted earlier than SIBAX: FBONX (5 years) vs SIBAX (32 years). SIBAX (1.11) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (33.30). FBONX has a lower initial minimum investment than SIBAX: FBONX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 12.87 vs. FBONX (10.59).
| FBONX | SIBAX | FBONX / SIBAX | |
| Total Expense Ratio | 0.30 | 0.91 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 5 years | 32 years | - |
| Gain YTD | 9.205 | 6.126 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 69.7M | 364,419% |
| Annual Yield % from dividends | 2.10 | 1.42 | 148% |
| Returns for 1 year | 10.59 | 12.87 | 82% |
| Returns for 3 years | 36.98 | 42.09 | 88% |
| Returns for 5 years | N/A | 46.67 | - |
| Returns for 10 years | N/A | 94.84 | - |
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