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FBAFX vs IBARX
FBAFX vs IBARX Comparison
Open Charts FBAFX vs IBARX
American Funds American Balanced 529-F-2
Price$32.76
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Macquarie Balanced Fund Class R6
Price$22.42
Change-$0.45 (-1.97%)
VolumeN/A
Net Assets1.44B
FBAFX vs IBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 229B vs. IBARX (1.44B). FBAFX pays higher dividends than IBARX: FBAFX (2.22) vs IBARX (1.25). FBAFX was incepted earlier than IBARX: FBAFX (4 years) vs IBARX (11 years). IBARX (0.78) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. IBARX (73.00). 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 : 6.87 vs. FBAFX (2.58).
| FBAFX | IBARX | FBAFX / IBARX | |
| Total Expense Ratio | 0.33 | 0.72 | 46% |
| Annual Report Gross Expense Ratio | 0.33 | 0.78 | 42% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -2.142 | -2.920 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 1.44B | 15,925% |
| Annual Yield % from dividends | 2.22 | 1.25 | 177% |
| Returns for 1 year | 2.58 | 6.87 | 38% |
| Returns for 3 years | 13.46 | -3.52 | -383% |
| Returns for 5 years | N/A | 13.57 | - |
| Returns for 10 years | N/A | -1.44 | - |
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