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FBAFX vs IBNYX
FBAFX vs IBNYX Comparison
Open Charts FBAFX vs IBNYX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$23.51
Change-$0.10 (-0.42%)
VolumeN/A
CapitalizationN/A
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FBAFX vs IBNYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. IBNYX (1.58B). 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 : 22.95 vs. FBAFX (21.28).
| 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 | 12.953 | 14.242 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.58B | 14,937% |
| Annual Yield % from dividends | 2.47 | 2.06 | 120% |
| Returns for 1 year | 21.28 | 22.95 | 93% |
| Returns for 3 years | 14.69 | -17.11 | -86% |
| Returns for 5 years | N/A | -0.37 | - |
| Returns for 10 years | N/A | -0.83 | - |