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FBONX vs IBNYX
FBONX vs IBNYX Comparison
Open Charts FBONX vs IBNYX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Macquarie Balanced Fund
Price$25.14
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
FBONX vs IBNYX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. IBNYX (1.6B). FBONX pays higher dividends than IBNYX: FBONX (2.10) vs IBNYX (1.01). FBONX was incepted earlier than IBNYX: FBONX (5 years) vs IBNYX (22 years). IBNYX (1.08) is less costly to investors than FBONX (0.30). IBNYX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). 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 : 13.37 vs. FBONX (10.59).
| FBONX | IBNYX | FBONX / IBNYX | |
| Total Expense Ratio | 0.30 | 1.06 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.08 | 28% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 9.205 | 7.462 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.6B | 15,865% |
| Annual Yield % from dividends | 2.10 | 1.01 | 208% |
| Returns for 1 year | 10.59 | 13.37 | 79% |
| Returns for 3 years | 36.98 | 13.26 | 279% |
| Returns for 5 years | N/A | 9.15 | - |
| Returns for 10 years | N/A | 8.26 | - |
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