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FBAFX vs IBNCX
FBAFX vs IBNCX Comparison
Open Charts FBAFX vs IBNCX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$23.05
Change-$0.07 (-0.30%)
VolumeN/A
CapitalizationN/A
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FBAFX vs IBNCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. IBNCX (1.58B). FBAFX pays higher dividends than IBNCX: FBAFX (2.47) vs IBNCX (1.36). FBAFX was incepted earlier than IBNCX: FBAFX (4 years) vs IBNCX (21 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (82.00). FBAFX has a lower initial minimum investment than IBNCX: FBAFX (250) vs IBNCX (1000). IBNCX (22.00) and FBAFX (21.28) have marching annual gain over last year.
| FBAFX | IBNCX | FBAFX / IBNCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | 12.953 | 13.580 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.58B | 14,937% |
| Annual Yield % from dividends | 2.47 | 1.36 | 182% |
| Returns for 1 year | 21.28 | 22.00 | 97% |
| Returns for 3 years | 14.69 | -18.86 | -78% |
| Returns for 5 years | N/A | -4.03 | - |
| Returns for 10 years | N/A | -6.36 | - |