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FBONX vs SIBLX
FBONX vs SIBLX Comparison
Open Charts FBONX vs SIBLX
American Funds American Balanced 529-F-3
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Touchstone Balanced Y
Price$30.88
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets1.01B
FBONX vs SIBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. SIBLX (1.01B). FBONX pays higher dividends than SIBLX: FBONX (1.93) vs SIBLX (1.51). FBONX was incepted earlier than SIBLX: FBONX (5 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than FBONX (0.30). SIBLX is a more actively managed with annual turnover of: 82.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than SIBLX: FBONX (250) vs SIBLX (2500). SIBLX (9.75) and FBONX (9.61) have marching annual gain over last year. FBONX return over 5 years is better than : 43.00 vs. SIBLX (32.98).
| FBONX | SIBLX | FBONX / SIBLX | |
| Total Expense Ratio | 0.30 | 0.79 | 38% |
| Annual Report Gross Expense Ratio | 0.30 | 0.79 | 38% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 16.889 | 12.650 | 134% |
| 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 | 26,766% |
| Annual Yield % from dividends | 1.93 | 1.51 | 128% |
| Returns for 1 year | 9.61 | 9.75 | 99% |
| Returns for 3 years | 42.16 | 44.03 | 96% |
| Returns for 5 years | 43.00 | 32.98 | 130% |
| Returns for 10 years | N/A | 78.50 | - |
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