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FBAFX vs IBARX
FBAFX vs IBARX Comparison
Open Charts FBAFX vs IBARX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Macquarie Balanced Fund Class R6
Price$24.21
Change-$0.25 (-1.02%)
VolumeN/A
Net Assets1.57B
FBAFX vs IBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 247B vs. IBARX (1.57B). FBAFX pays higher dividends than IBARX: FBAFX (2.14) vs IBARX (1.21). 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 : 9.79 vs. FBAFX (5.57).
| 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 | 4.578 | 3.830 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 1.57B | 15,743% |
| Annual Yield % from dividends | 2.14 | 1.21 | 177% |
| Returns for 1 year | 5.57 | 9.79 | 57% |
| Returns for 3 years | 34.68 | 15.55 | 223% |
| Returns for 5 years | N/A | 12.30 | - |
| Returns for 10 years | N/A | 6.44 | - |
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