Interact to see
Advertisement
Advertisement
FBONX vs IBNCX
FBONX vs IBNCX Comparison
Open Charts FBONX vs IBNCX
American Funds American Balanced 529-F-3
Price$34.92
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Macquarie Balanced Fund
Price$23.17
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.54B
FBONX vs IBNCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 238B vs. IBNCX (1.54B). FBONX pays higher dividends than IBNCX: FBONX (2.26) vs IBNCX (0.45). FBONX was incepted earlier than IBNCX: FBONX (5 years) vs IBNCX (21 years). IBNCX (1.83) is less costly to investors than FBONX (0.30). IBNCX is a more actively managed with annual turnover of: 73.00 vs. FBONX (44.00). 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 : 7.06 vs. FBONX (5.08).
| FBONX | IBNCX | FBONX / IBNCX | |
| Total Expense Ratio | 0.30 | 1.81 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.83 | 16% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 2.109 | 0.557 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.54B | 15,475% |
| Annual Yield % from dividends | 2.26 | 0.45 | 504% |
| Returns for 1 year | 5.08 | 7.06 | 72% |
| Returns for 3 years | 24.99 | 4.12 | 606% |
| Returns for 5 years | N/A | 5.93 | - |
| Returns for 10 years | N/A | -6.37 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement