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FBONX vs IBNAX
FBONX vs IBNAX Comparison
Open Charts FBONX vs IBNAX
American Funds American Balanced 529-F-3
Price$36.51
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets249.42B
Macquarie Balanced Fund
Price$24.73
Change+$0.11 (+0.45%)
VolumeN/A
Net Assets1.59B
FBONX vs IBNAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 249B vs. IBNAX (1.59B). FBONX pays higher dividends than IBNAX: FBONX (2.18) vs IBNAX (0.98). FBONX was incepted earlier than IBNAX: FBONX (5 years) vs IBNAX (38 years). IBNAX (1.08) is less costly to investors than FBONX (0.30). IBNAX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). 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 : 11.59 vs. FBONX (7.91).
| FBONX | IBNAX | FBONX / IBNAX | |
| Total Expense Ratio | 0.30 | 1.06 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.08 | 28% |
| Fund Existence | 5 years | 38 years | - |
| Gain YTD | 7.151 | 5.770 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249B | 1.59B | 15,700% |
| Annual Yield % from dividends | 2.18 | 0.98 | 223% |
| Returns for 1 year | 7.91 | 11.59 | 68% |
| Returns for 3 years | 36.32 | 14.55 | 250% |
| Returns for 5 years | N/A | 13.18 | - |
| Returns for 10 years | N/A | 6.55 | - |
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