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FBONX vs IBNAX
FBONX vs IBNAX Comparison
Open Charts FBONX vs IBNAX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets238.66B
Macquarie Balanced Fund
Price$24.02
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets1.54B
FBONX vs IBNAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 239B vs. IBNAX (1.54B). 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 : 18.51 vs. FBONX (12.59).
| 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 | 1.952 | 1.952 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 1.54B | 15,479% |
| Annual Yield % from dividends | 2.50 | 2.06 | 121% |
| Returns for 1 year | 12.59 | 18.51 | 68% |
| Returns for 3 years | 14.84 | -3.71 | -400% |
| Returns for 5 years | N/A | 1.40 | - |
| Returns for 10 years | N/A | 6.38 | - |