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FBONX vs IBNYX
FBONX vs IBNYX Comparison
Open Charts FBONX vs IBNYX
American Funds American Balanced 529-F-3
Price$33.12
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
Macquarie Balanced Fund
Price$22.52
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets1.41B
FBONX vs IBNYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 224B vs. IBNYX (1.41B). FBONX pays higher dividends than IBNYX: FBONX (2.26) vs IBNYX (0.99). FBONX was incepted earlier than IBNYX: FBONX (4 years) vs IBNYX (21 years). IBNYX (1.08) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (73.00). IBNYX has a lower initial minimum investment than FBONX: IBNYX (0) vs FBONX (250). IBNYX annual gain was more profitable for investors over the last year : 4.08 vs. FBONX (1.18).
| FBONX | IBNYX | FBONX / IBNYX | |
| Total Expense Ratio | 0.30 | 1.06 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.08 | 28% |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | -3.154 | -4.939 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 1.41B | 15,898% |
| Annual Yield % from dividends | 2.26 | 0.99 | 227% |
| Returns for 1 year | 1.18 | 4.08 | 29% |
| Returns for 3 years | 12.53 | -6.50 | -193% |
| Returns for 5 years | N/A | 8.78 | - |
| Returns for 10 years | N/A | -6.70 | - |
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