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FBONX vs IBNYX
FBONX vs IBNYX Comparison
Open Charts FBONX vs IBNYX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Macquarie Balanced Fund
Price$23.38
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.52B
FBONX vs IBNYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. IBNYX (1.53B). FBONX pays higher dividends than IBNYX: FBONX (2.26) vs IBNYX (1.00). FBONX was incepted earlier than IBNYX: FBONX (5 years) vs IBNYX (21 years). IBNYX (1.08) is less costly to investors than FBONX (0.30). IBNYX is a more actively managed with annual turnover of: 73.00 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 : 8.22 vs. FBONX (5.03).
| 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 | 21 years | - |
| Gain YTD | 0.530 | -0.469 | -113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.53B | 15,344% |
| Annual Yield % from dividends | 2.26 | 1.00 | 227% |
| Returns for 1 year | 5.03 | 8.22 | 61% |
| Returns for 3 years | 24.22 | 5.77 | 420% |
| Returns for 5 years | N/A | 9.68 | - |
| Returns for 10 years | N/A | -1.52 | - |
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