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FBONX vs IBNAX
FBONX vs IBNAX Comparison
Open Charts FBONX vs IBNAX
American Funds American Balanced 529-F-3
Price$34.83
Change-$0.43 (-1.22%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$22.72
Change-$0.23 (-1.00%)
VolumeN/A
CapitalizationN/A
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FBONX vs IBNAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 228B vs. IBNAX (1.53B). 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 (19.98) and FBONX (19.16) have marching annual gain over last year.
| 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 | 11.118 | 12.336 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 1.53B | 14,921% |
| Annual Yield % from dividends | 2.50 | 2.06 | 121% |
| Returns for 1 year | 19.16 | 19.98 | 96% |
| Returns for 3 years | 11.40 | -19.33 | -59% |
| Returns for 5 years | N/A | -0.72 | - |
| Returns for 10 years | N/A | -1.59 | - |
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