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FBAFX vs IYBFX
FBAFX vs IYBFX Comparison
Open Charts FBAFX vs IYBFX
American Funds American Balanced 529-F-2
Price$35.01
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Macquarie Balanced Fund
Price$23.90
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets1.55B
FBAFX vs IYBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 240B vs. IYBFX (1.55B). FBAFX pays higher dividends than IYBFX: FBAFX (2.47) vs IYBFX (1.86). FBAFX was incepted earlier than IYBFX: FBAFX (4 years) vs IYBFX (12 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (82.00). IYBFX has a lower initial minimum investment than FBAFX: IYBFX (0) vs FBAFX (250). IYBFX annual gain was more profitable for investors over the last year : 18.18 vs. FBAFX (12.58).
| FBAFX | IYBFX | FBAFX / IYBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 1.981 | 1.919 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 1.55B | 15,454% |
| Annual Yield % from dividends | 2.47 | 1.86 | 133% |
| Returns for 1 year | 12.58 | 18.18 | 69% |
| Returns for 3 years | 14.73 | -4.55 | -323% |
| Returns for 5 years | N/A | -0.27 | - |
| Returns for 10 years | N/A | 3.61 | - |