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FBONX vs IBNYX
FBONX vs IBNYX Comparison
Open Charts FBONX vs IBNYX
American Funds American Balanced 529-F-3
Price$35.00
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Macquarie Balanced Fund
Price$24.02
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets1.55B
FBONX vs IBNYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. IBNYX (1.55B). FBONX pays higher dividends than IBNYX: FBONX (2.50) vs IBNYX (2.06). FBONX was incepted earlier than IBNYX: FBONX (4 years) vs IBNYX (21 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (82.00). 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 : 18.50 vs. FBONX (12.59).
| FBONX | IBNYX | FBONX / IBNYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 21 years | - |
| Gain YTD | 1.952 | 1.909 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 1.55B | 15,454% |
| Annual Yield % from dividends | 2.50 | 2.06 | 121% |
| Returns for 1 year | 12.59 | 18.50 | 68% |
| Returns for 3 years | 14.84 | -4.22 | -352% |
| Returns for 5 years | N/A | 0.87 | - |
| Returns for 10 years | N/A | 5.88 | - |