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FBONX vs IBNAX
FBONX vs IBNAX Comparison
Open Charts FBONX vs IBNAX
American Funds American Balanced 529-F-3
Price$33.36
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets227.6B
Macquarie Balanced Fund
Price$22.43
Change-$0.22 (-0.97%)
VolumeN/A
Net Assets1.43B
FBONX vs IBNAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 228B vs. IBNAX (1.43B). FBONX pays higher dividends than IBNAX: FBONX (2.26) vs IBNAX (1.01). FBONX was incepted earlier than IBNAX: FBONX (4 years) vs IBNAX (37 years). IBNAX (1.08) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. IBNAX (73.00). 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 : 7.67 vs. FBONX (3.93).
| FBONX | IBNAX | FBONX / IBNAX | |
| Total Expense Ratio | 0.30 | 1.06 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.08 | 28% |
| Fund Existence | 4 years | 37 years | - |
| Gain YTD | -2.452 | -3.478 | 71% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 1.43B | 15,955% |
| Annual Yield % from dividends | 2.26 | 1.01 | 223% |
| Returns for 1 year | 3.93 | 7.67 | 51% |
| Returns for 3 years | 13.45 | -4.70 | -286% |
| Returns for 5 years | N/A | 11.10 | - |
| Returns for 10 years | N/A | -3.94 | - |
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