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FBONX vs IBARX
FBONX vs IBARX Comparison
Open Charts FBONX vs IBARX
American Funds American Balanced 529-F-3
Price$32.76
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Macquarie Balanced Fund Class R6
Price$22.42
Change-$0.45 (-1.97%)
VolumeN/A
Net Assets1.44B
FBONX vs IBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 229B vs. IBARX (1.44B). FBONX pays higher dividends than IBARX: FBONX (2.26) vs IBARX (1.25). FBONX was incepted earlier than IBARX: FBONX (4 years) vs IBARX (11 years). IBARX (0.78) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. IBARX (73.00). 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 : 6.87 vs. FBONX (2.65).
| FBONX | IBARX | FBONX / IBARX | |
| Total Expense Ratio | 0.30 | 0.72 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 0.78 | 38% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | -2.131 | -2.920 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 1.44B | 15,925% |
| Annual Yield % from dividends | 2.26 | 1.25 | 180% |
| Returns for 1 year | 2.65 | 6.87 | 39% |
| Returns for 3 years | 13.58 | -3.52 | -386% |
| Returns for 5 years | N/A | 13.57 | - |
| Returns for 10 years | N/A | -1.44 | - |
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