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FBONX vs SSBIX
FBONX vs SSBIX Comparison
Open Charts FBONX vs SSBIX
American Funds American Balanced 529-F-3
Price$37.68
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
State Street Balanced Index K
Price$14.62
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets612.55M
FBONX vs SSBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. SSBIX (613M). FBONX pays higher dividends than SSBIX: FBONX (1.93) vs SSBIX (0.45). FBONX was incepted earlier than SSBIX: FBONX (5 years) vs SSBIX (2 years). FBONX (0.30) and SSBIX (0.30) have similar cost to investors . 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 : 12.33 vs. FBONX (9.38).
| FBONX | SSBIX | FBONX / SSBIX | |
| Total Expense Ratio | 0.30 | 0.05 | 600% |
| Annual Report Gross Expense Ratio | 0.30 | 0.30 | 100% |
| Fund Existence | 5 years | 2 years | - |
| Gain YTD | 10.969 | 14.130 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 613M | 43,883% |
| Annual Yield % from dividends | 1.93 | 0.45 | 431% |
| Returns for 1 year | 9.38 | 12.33 | 76% |
| Returns for 3 years | 39.16 | N/A | - |
| Returns for 5 years | 38.47 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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