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FBONX vs SIBLX
FBONX vs SIBLX Comparison
Open Charts FBONX vs SIBLX
American Funds American Balanced 529-F-3
Price$37.13
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets254.37B
Touchstone Balanced Y
Price$29.49
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets978.57M
FBONX vs SIBLX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. SIBLX (979M). FBONX pays higher dividends than SIBLX: FBONX (2.10) vs SIBLX (1.61). 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: 70.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than SIBLX: FBONX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 12.07 vs. FBONX (9.24).
| 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 | 8.971 | 7.552 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 979M | 25,945% |
| Annual Yield % from dividends | 2.10 | 1.61 | 130% |
| Returns for 1 year | 9.24 | 12.07 | 77% |
| Returns for 3 years | 33.16 | 35.97 | 92% |
| Returns for 5 years | N/A | 39.33 | - |
| Returns for 10 years | N/A | 69.89 | - |
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