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FBAFX vs IYBIX
FBAFX vs IYBIX Comparison
Open Charts FBAFX vs IYBIX
American Funds American Balanced 529-F-2
Price$36.15
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$23.77
Change-$0.22 (-0.92%)
VolumeN/A
CapitalizationN/A
FBAFX vs IYBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 236B vs. IYBIX (1.56B). FBAFX pays higher dividends than IYBIX: FBAFX (2.47) vs IYBIX (2.28). FBAFX was incepted earlier than IYBIX: FBAFX (4 years) vs IYBIX (18 years). FBAFX is a more actively managed with annual turnover of: 171.00 vs. IYBIX (82.00). IYBIX has a lower initial minimum investment than FBAFX: IYBIX (0) vs FBAFX (250). IYBIX annual gain was more profitable for investors over the last year : 24.45 vs. FBAFX (21.17).
| FBAFX | IYBIX | FBAFX / IYBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 18 years | - |
| Gain YTD | 14.313 | 16.861 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.56B | 15,128% |
| Annual Yield % from dividends | 2.47 | 2.28 | 108% |
| Returns for 1 year | 21.17 | 24.45 | 87% |
| Returns for 3 years | 12.79 | -18.45 | -69% |
| Returns for 5 years | N/A | -0.79 | - |
| Returns for 10 years | N/A | 1.83 | - |
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