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FBONX vs SIBAX
FBONX vs SIBAX Comparison
Open Charts FBONX vs SIBAX
American Funds American Balanced 529-F-3
Price$39.08
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
FBONX vs SIBAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. SIBAX (74.8M). FBONX pays higher dividends than SIBAX: FBONX (1.97) vs SIBAX (1.37). 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 (35.11). 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 : 12.12 vs. FBONX (9.08). SIBAX (45.47) and FBONX (43.48) have equivalent 5 years return.
| 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 | 15.092 | 13.996 | 108% |
| 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 | 1.97 | 1.37 | 144% |
| Returns for 1 year | 9.08 | 12.12 | 75% |
| Returns for 3 years | 44.58 | 54.09 | 82% |
| Returns for 5 years | 43.48 | 45.47 | 96% |
| Returns for 10 years | N/A | 112.91 | - |
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