Ad is loading...
FBAFX vs IYBFX
FBAFX vs IYBFX Comparison
Open Charts FBAFX vs IYBFX
American Funds American Balanced 529-F-2
Price$36.13
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$23.40
Change-$0.10 (-0.43%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FBAFX vs IYBFX Comparison Chart
Loading...
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. IYBFX (1.58B). 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 : 26.31 vs. FBAFX (24.73).
| 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 | 14.250 | 15.206 | 94% |
| 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 | 1.86 | 133% |
| Returns for 1 year | 24.73 | 26.31 | 94% |
| Returns for 3 years | 17.24 | -15.61 | -110% |
| Returns for 5 years | N/A | -0.60 | - |
| Returns for 10 years | N/A | -0.89 | - |