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FBONX vs ICMBX
FBONX vs ICMBX Comparison
Open Charts FBONX vs ICMBX
American Funds American Balanced 529-F-3
Price$33.70
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Intrepid Capital Investor
Price$12.36
Change+$0.13 (+1.06%)
VolumeN/A
Net Assets84.88M
FBONX vs ICMBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 227B vs. ICMBX (84.9M). ICMBX pays higher dividends than FBONX: ICMBX (2.66) vs FBONX (2.26). FBONX was incepted earlier than ICMBX: FBONX (4 years) vs ICMBX (20 years). ICMBX (1.93) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. ICMBX (33.00). FBONX has a lower initial minimum investment than ICMBX: FBONX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 9.36 vs. FBONX (4.45).
| FBONX | ICMBX | FBONX / ICMBX | |
| Total Expense Ratio | 0.30 | 1.41 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.93 | 16% |
| Fund Existence | 4 years | 20 years | - |
| Gain YTD | -1.458 | -2.167 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 84.9M | 267,373% |
| Annual Yield % from dividends | 2.26 | 2.66 | 85% |
| Returns for 1 year | 4.45 | 9.36 | 48% |
| Returns for 3 years | 16.68 | 19.50 | 86% |
| Returns for 5 years | N/A | 66.98 | - |
| Returns for 10 years | N/A | 33.57 | - |
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