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FBONX vs IBARX
FBONX vs IBARX Comparison
Open Charts FBONX vs IBARX
American Funds American Balanced 529-F-3
Price$38.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Macquarie Balanced Fund Class R6
Price$25.75
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets1.98B
FBONX vs IBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. IBARX (1.98B). FBONX pays higher dividends than IBARX: FBONX (1.97) vs IBARX (1.14). FBONX was incepted earlier than IBARX: FBONX (5 years) vs IBARX (11 years). IBARX (0.75) is less costly to investors than FBONX (0.30). IBARX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). IBARX has a lower initial minimum investment than FBONX: IBARX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 9.31 vs. IBARX (8.80). FBONX return over 5 years is better than : 42.66 vs. IBARX (4.86).
| FBONX | IBARX | FBONX / IBARX | |
| Total Expense Ratio | 0.30 | 0.65 | 46% |
| Annual Report Gross Expense Ratio | 0.30 | 0.75 | 40% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 14.327 | 10.178 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.98B | 13,256% |
| Annual Yield % from dividends | 1.97 | 1.14 | 173% |
| Returns for 1 year | 9.31 | 8.80 | 106% |
| Returns for 3 years | 42.97 | 16.84 | 255% |
| Returns for 5 years | 42.66 | 4.86 | 878% |
| Returns for 10 years | N/A | 14.19 | - |
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