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FBONX vs IBNYX
FBONX vs IBNYX Comparison
Open Charts FBONX vs IBNYX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$23.51
Change-$0.10 (-0.42%)
VolumeN/A
CapitalizationN/A
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FBONX vs IBNYX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. IBNYX (1.58B). 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 : 22.95 vs. FBONX (21.32).
| 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 | 12.986 | 14.242 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.58B | 14,937% |
| Annual Yield % from dividends | 2.50 | 2.06 | 121% |
| Returns for 1 year | 21.32 | 22.95 | 93% |
| Returns for 3 years | 14.84 | -17.11 | -87% |
| Returns for 5 years | N/A | -0.37 | - |
| Returns for 10 years | N/A | -0.83 | - |