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FBONX vs IBARX
FBONX vs IBARX Comparison
Open Charts FBONX vs IBARX
American Funds American Balanced 529-F-3
Price$34.86
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.88B
Macquarie Balanced Fund Class R6
Price$23.71
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets1.53B
FBONX vs IBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. IBARX (1.53B). FBONX pays higher dividends than IBARX: FBONX (2.26) vs IBARX (1.26). 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 : 8.44 vs. FBONX (5.52).
| 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 | 1.934 | 0.646 | 299% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.53B | 15,535% |
| Annual Yield % from dividends | 2.26 | 1.26 | 180% |
| Returns for 1 year | 5.52 | 8.44 | 65% |
| Returns for 3 years | 24.57 | 7.92 | 310% |
| Returns for 5 years | N/A | 12.03 | - |
| Returns for 10 years | N/A | 2.97 | - |
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