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FBONX vs IBNCX
FBONX vs IBNCX Comparison
Open Charts FBONX vs IBNCX
American Funds American Balanced 529-F-3
Price$32.76
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
Macquarie Balanced Fund
Price$21.85
Change-$0.44 (-1.97%)
VolumeN/A
Net Assets1.44B
FBONX vs IBNCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 229B vs. IBNCX (1.44B). FBONX pays higher dividends than IBNCX: FBONX (2.26) vs IBNCX (0.45). FBONX was incepted earlier than IBNCX: FBONX (4 years) vs IBNCX (21 years). IBNCX (1.83) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (73.00). 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 : 5.71 vs. FBONX (2.65).
| FBONX | IBNCX | FBONX / IBNCX | |
| Total Expense Ratio | 0.30 | 1.81 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.83 | 16% |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | -2.131 | -3.178 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 1.44B | 15,925% |
| Annual Yield % from dividends | 2.26 | 0.45 | 505% |
| Returns for 1 year | 2.65 | 5.71 | 46% |
| Returns for 3 years | 13.58 | -7.16 | -190% |
| Returns for 5 years | N/A | 7.01 | - |
| Returns for 10 years | N/A | -10.06 | - |
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