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FBONX vs IBARX
FBONX vs IBARX Comparison
Open Charts FBONX vs IBARX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.22 (+0.60%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund Class R6
Price$24.24
Change+$0.16 (+0.66%)
VolumeN/A
CapitalizationN/A
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FBONX vs IBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX pays higher dividends than IBARX: FBONX (2.50) vs IBARX (2.35). FBONX was incepted earlier than IBARX: FBONX (4 years) vs IBARX (10 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. IBARX (82.00). 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 : 29.61 vs. FBONX (26.06).
| FBONX | IBARX | FBONX / IBARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 10 years | - |
| Gain YTD | 16.623 | 18.966 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | N/A | - |
| Annual Yield % from dividends | 2.50 | 2.35 | 107% |
| Returns for 1 year | 26.06 | 29.61 | 88% |
| Returns for 3 years | 15.16 | -16.23 | -93% |
| Returns for 5 years | N/A | 2.71 | - |
| Returns for 10 years | N/A | 6.14 | - |
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