Interact to see
Advertisement
Advertisement
FBONX vs IBARX
FBONX vs IBARX Comparison
Open Charts FBONX vs IBARX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Macquarie Balanced Fund Class R6
Price$24.21
Change-$0.25 (-1.02%)
VolumeN/A
Net Assets1.57B
FBONX vs IBARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 247B vs. IBARX (1.57B). FBONX pays higher dividends than IBARX: FBONX (2.18) vs IBARX (1.21). FBONX was incepted earlier than IBARX: FBONX (5 years) vs IBARX (11 years). IBARX (0.78) is less costly to investors than FBONX (0.30). IBARX is a more actively managed with annual turnover of: 73.00 vs. FBONX (44.00). IBARX has a lower initial minimum investment than FBONX: IBARX (0) vs FBONX (250). IBARX annual gain was more profitable for investors over the last year : 9.79 vs. FBONX (5.58).
| FBONX | IBARX | FBONX / IBARX | |
| Total Expense Ratio | 0.30 | 0.72 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 0.78 | 38% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 4.568 | 3.830 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 1.57B | 15,743% |
| Annual Yield % from dividends | 2.18 | 1.21 | 180% |
| Returns for 1 year | 5.58 | 9.79 | 57% |
| Returns for 3 years | 34.82 | 15.55 | 224% |
| Returns for 5 years | N/A | 12.30 | - |
| Returns for 10 years | N/A | 6.44 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement