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FBONX vs SSBIX
FBONX vs SSBIX Comparison
Open Charts FBONX vs SSBIX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
State Street Balanced Index K
Price$13.56
Change+$0.06 (+0.44%)
VolumeN/A
Net Assets578.43M
FBONX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. SSBIX (578M). FBONX pays higher dividends than SSBIX: FBONX (2.10) vs SSBIX (0.48). FBONX was incepted earlier than SSBIX: FBONX (5 years) vs SSBIX (2 years). SSBIX (1.13) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 44.00 vs. SSBIX (14.00). SSBIX has a lower initial minimum investment than FBONX: SSBIX (0) vs FBONX (250). SSBIX annual gain was more profitable for investors over the last year : 10.98 vs. FBONX (8.16).
| FBONX | SSBIX | FBONX / SSBIX | |
| Total Expense Ratio | 0.30 | 0.05 | 600% |
| Annual Report Gross Expense Ratio | 0.30 | 1.13 | 27% |
| Fund Existence | 5 years | 2 years | - |
| Gain YTD | 8.208 | 5.855 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 578M | 43,599% |
| Annual Yield % from dividends | 2.10 | 0.48 | 434% |
| Returns for 1 year | 8.16 | 10.98 | 74% |
| Returns for 3 years | 37.33 | N/A | - |
| Returns for 5 years | N/A | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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