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FBAFX vs IBARX
FBAFX vs IBARX Comparison
Open Charts FBAFX vs IBARX
American Funds American Balanced 529-F-2
Price$34.86
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.88B
Macquarie Balanced Fund Class R6
Price$23.71
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets1.53B
FBAFX vs IBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 238B vs. IBARX (1.53B). FBAFX pays higher dividends than IBARX: FBAFX (2.22) vs IBARX (1.26). FBAFX was incepted earlier than IBARX: FBAFX (5 years) vs IBARX (11 years). IBARX (0.78) is less costly to investors than FBAFX (0.34). IBARX is a more actively managed with annual turnover of: 73.00 vs. FBAFX (44.00). IBARX has a lower initial minimum investment than FBAFX: IBARX (0) vs FBAFX (250). IBARX annual gain was more profitable for investors over the last year : 8.44 vs. FBAFX (5.48).
| FBAFX | IBARX | FBAFX / IBARX | |
| Total Expense Ratio | 0.34 | 0.72 | 47% |
| Annual Report Gross Expense Ratio | 0.34 | 0.78 | 44% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 1.922 | 0.646 | 298% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.53B | 15,535% |
| Annual Yield % from dividends | 2.22 | 1.26 | 177% |
| Returns for 1 year | 5.48 | 8.44 | 65% |
| Returns for 3 years | 24.44 | 7.92 | 308% |
| Returns for 5 years | N/A | 12.03 | - |
| Returns for 10 years | N/A | 2.97 | - |
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