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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+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Macquarie Balanced Fund Class R6
Price$25.07
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets1.6B
FBONX vs IBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. IBARX (1.6B). FBONX pays higher dividends than IBARX: FBONX (2.10) 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: 76.00 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 : 12.50 vs. FBONX (8.16).
| 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 | 8.208 | 6.941 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.6B | 15,730% |
| Annual Yield % from dividends | 2.10 | 1.26 | 167% |
| Returns for 1 year | 8.16 | 12.50 | 65% |
| Returns for 3 years | 37.33 | 16.19 | 231% |
| Returns for 5 years | N/A | 13.42 | - |
| Returns for 10 years | N/A | 10.70 | - |
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