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FBONX vs SIBLX
FBONX vs SIBLX Comparison
Open Charts FBONX vs SIBLX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Touchstone Balanced Y
Price$28.35
Change-$0.22 (-0.77%)
VolumeN/A
Net Assets941.09M
FBONX vs SIBLX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. SIBLX (941M). FBONX pays higher dividends than SIBLX: FBONX (2.18) vs SIBLX (1.62). 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 : 8.93 vs. FBONX (5.58).
| 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 | 4.568 | 2.962 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 941M | 25,930% |
| Annual Yield % from dividends | 2.18 | 1.62 | 134% |
| Returns for 1 year | 5.58 | 8.93 | 63% |
| Returns for 3 years | 34.82 | 40.24 | 87% |
| Returns for 5 years | N/A | 40.78 | - |
| Returns for 10 years | N/A | 63.31 | - |
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