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FBONX vs IBNCX
FBONX vs IBNCX Comparison
Open Charts FBONX vs IBNCX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$23.05
Change-$0.07 (-0.30%)
VolumeN/A
CapitalizationN/A
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FBONX vs IBNCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. IBNCX (1.58B). 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 (25.72) and FBONX (24.74) have marching annual gain over last year.
| 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 | 14.251 | 14.763 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.58B | 14,937% |
| Annual Yield % from dividends | 2.50 | 1.36 | 184% |
| Returns for 1 year | 24.74 | 25.72 | 96% |
| Returns for 3 years | 17.33 | -16.97 | -102% |
| Returns for 5 years | N/A | -3.03 | - |
| Returns for 10 years | N/A | -4.29 | - |