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FBAFX vs IYBFX
FBAFX vs IYBFX Comparison
Open Charts FBAFX vs IYBFX
American Funds American Balanced 529-F-2
Price$32.97
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Macquarie Balanced Fund
Price$22.22
Change-$0.10 (-0.45%)
VolumeN/A
Net Assets1.41B
FBAFX vs IYBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 225B vs. IYBFX (1.41B). FBAFX pays higher dividends than IYBFX: FBAFX (2.22) vs IYBFX (0.84). FBAFX was incepted earlier than IYBFX: FBAFX (4 years) vs IYBFX (12 years). IYBFX (1.33) is less costly to investors than FBAFX (0.33). FBAFX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (73.00). 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 : 6.20 vs. FBAFX (2.84).
| FBAFX | IYBFX | FBAFX / IYBFX | |
| Total Expense Ratio | 0.33 | 1.31 | 25% |
| Annual Report Gross Expense Ratio | 0.33 | 1.33 | 25% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | -3.604 | -4.963 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.41B | 15,912% |
| Annual Yield % from dividends | 2.22 | 0.84 | 263% |
| Returns for 1 year | 2.84 | 6.20 | 46% |
| Returns for 3 years | 12.01 | -6.51 | -184% |
| Returns for 5 years | N/A | 5.75 | - |
| Returns for 10 years | N/A | -8.28 | - |
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