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FBAFX vs IBARX
FBAFX vs IBARX Comparison
Open Charts FBAFX vs IBARX
American Funds American Balanced 529-F-2
Price$36.54
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund Class R6
Price$24.13
Change+$0.06 (+0.25%)
VolumeN/A
CapitalizationN/A
FBAFX vs IBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 238B vs. IBARX (1.57B). FBAFX pays higher dividends than IBARX: FBAFX (2.47) vs IBARX (2.35). FBAFX was incepted earlier than IBARX: FBAFX (4 years) vs IBARX (10 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. IBARX (82.00). 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 : 24.60 vs. FBAFX (21.45).
| FBAFX | IBARX | FBAFX / IBARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 15.546 | 18.132 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.57B | 15,140% |
| Annual Yield % from dividends | 2.47 | 2.35 | 105% |
| Returns for 1 year | 21.45 | 24.60 | 87% |
| Returns for 3 years | 14.69 | -15.99 | -92% |
| Returns for 5 years | N/A | 1.83 | - |
| Returns for 10 years | N/A | 3.69 | - |