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FBONX vs IBNCX
FBONX vs IBNCX Comparison
Open Charts FBONX vs IBNCX
American Funds American Balanced 529-F-3
Price$34.35
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$23.21
Change+$0.19 (+0.83%)
VolumeN/A
CapitalizationN/A
FBONX vs IBNCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. IBNCX (1.54B). FBONX pays higher dividends than IBNCX: FBONX (2.50) vs IBNCX (1.36). FBONX was incepted earlier than IBNCX: FBONX (4 years) vs IBNCX (21 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (82.00). FBONX has a lower initial minimum investment than IBNCX: FBONX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 16.07 vs. FBONX (10.50).
| FBONX | IBNCX | FBONX / IBNCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | 9.874 | 15.560 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.54B | 15,305% |
| Annual Yield % from dividends | 2.50 | 1.36 | 184% |
| Returns for 1 year | 10.50 | 16.07 | 65% |
| Returns for 3 years | 11.85 | -10.54 | -112% |
| Returns for 5 years | N/A | -1.98 | - |
| Returns for 10 years | N/A | -3.48 | - |
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