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FBAFX vs IYBFX
FBAFX vs IYBFX Comparison
Open Charts FBAFX vs IYBFX
American Funds American Balanced 529-F-2
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Macquarie Balanced Fund
Price$23.25
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.52B
FBAFX vs IYBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 234B vs. IYBFX (1.53B). FBAFX pays higher dividends than IYBFX: FBAFX (2.22) vs IYBFX (0.85). FBAFX was incepted earlier than IYBFX: FBAFX (5 years) vs IYBFX (12 years). IYBFX (1.33) is less costly to investors than FBAFX (0.34). IYBFX is a more actively managed with annual turnover of: 73.00 vs. FBAFX (44.00). 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 : 7.95 vs. FBAFX (4.99).
| FBAFX | IYBFX | FBAFX / IYBFX | |
| Total Expense Ratio | 0.34 | 1.31 | 26% |
| Annual Report Gross Expense Ratio | 0.34 | 1.33 | 26% |
| Fund Existence | 5 years | 12 years | - |
| Gain YTD | 0.519 | -0.558 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.53B | 15,344% |
| Annual Yield % from dividends | 2.22 | 0.85 | 263% |
| Returns for 1 year | 4.99 | 7.95 | 63% |
| Returns for 3 years | 24.09 | 5.28 | 456% |
| Returns for 5 years | N/A | 8.47 | - |
| Returns for 10 years | N/A | -3.62 | - |
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