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FBONX vs IBARX
FBONX vs IBARX Comparison
Open Charts FBONX vs IBARX
American Funds American Balanced 529-F-3
Price$34.56
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund Class R6
Price$23.80
Change+$0.20 (+0.85%)
VolumeN/A
CapitalizationN/A
FBONX vs IBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. IBARX (1.54B). 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 : 17.37 vs. FBONX (10.50).
| 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 | 9.874 | 16.807 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.54B | 15,305% |
| Annual Yield % from dividends | 2.50 | 2.35 | 107% |
| Returns for 1 year | 10.50 | 17.37 | 60% |
| Returns for 3 years | 11.85 | -7.00 | -169% |
| Returns for 5 years | N/A | 3.99 | - |
| Returns for 10 years | N/A | 5.76 | - |