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FBONX vs IBNAX
FBONX vs IBNAX Comparison
Open Charts FBONX vs IBNAX
American Funds American Balanced 529-F-3
Price$36.14
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$23.75
Change-$0.22 (-0.92%)
VolumeN/A
CapitalizationN/A
FBONX vs IBNAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. IBNAX (1.56B). FBONX pays higher dividends than IBNAX: FBONX (2.50) vs IBNAX (2.06). FBONX was incepted earlier than IBNAX: FBONX (4 years) vs IBNAX (37 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. IBNAX (82.00). FBONX has a lower initial minimum investment than IBNAX: FBONX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 24.18 vs. FBONX (21.23).
| FBONX | IBNAX | FBONX / IBNAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 37 years | - |
| Gain YTD | 14.314 | 16.611 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.56B | 15,128% |
| Annual Yield % from dividends | 2.50 | 2.06 | 121% |
| Returns for 1 year | 21.23 | 24.18 | 88% |
| Returns for 3 years | 12.91 | -18.44 | -70% |
| Returns for 5 years | N/A | -1.22 | - |
| Returns for 10 years | N/A | 0.72 | - |