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FBAFX vs IBNYX
FBAFX vs IBNYX Comparison
Open Charts FBAFX vs IBNYX
American Funds American Balanced 529-F-2
Price$36.68
Change-$0.23 (-0.62%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$24.13
Change-$0.12 (-0.49%)
VolumeN/A
CapitalizationN/A
FBAFX vs IBNYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 241B vs. IBNYX (1.6B). FBAFX pays higher dividends than IBNYX: FBAFX (2.47) vs IBNYX (2.06). FBAFX was incepted earlier than IBNYX: FBAFX (4 years) vs IBNYX (21 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (82.00). IBNYX has a lower initial minimum investment than FBAFX: IBNYX (0) vs FBAFX (250). IBNYX annual gain was more profitable for investors over the last year : 29.03 vs. FBAFX (25.77).
| FBAFX | IBNYX | FBAFX / IBNYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | 16.716 | 19.061 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 1.6B | 15,110% |
| Annual Yield % from dividends | 2.47 | 2.06 | 120% |
| Returns for 1 year | 25.77 | 29.03 | 89% |
| Returns for 3 years | 15.13 | -17.18 | -88% |
| Returns for 5 years | N/A | 0.88 | - |
| Returns for 10 years | N/A | 2.67 | - |