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FBONX vs ICMBX
FBONX vs ICMBX Comparison
Open Charts FBONX vs ICMBX
American Funds American Balanced 529-F-3
Price$34.89
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
Intrepid Capital Investor
Price$12.77
Change-$0.13 (-1.01%)
VolumeN/A
Net Assets89.93M
FBONX vs ICMBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 240B vs. ICMBX (89.9M). ICMBX pays higher dividends than FBONX: ICMBX (2.67) vs FBONX (2.26). FBONX was incepted earlier than ICMBX: FBONX (5 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: 44.00 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 : 11.28 vs. FBONX (4.62).
| FBONX | ICMBX | FBONX / ICMBX | |
| Total Expense Ratio | 0.30 | 1.41 | 21% |
| Annual Report Gross Expense Ratio | 0.30 | 1.93 | 16% |
| Fund Existence | 5 years | 20 years | - |
| Gain YTD | 2.021 | 3.192 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 89.9M | 266,963% |
| Annual Yield % from dividends | 2.26 | 2.67 | 85% |
| Returns for 1 year | 4.62 | 11.28 | 41% |
| Returns for 3 years | 25.89 | 33.12 | 78% |
| Returns for 5 years | N/A | 68.47 | - |
| Returns for 10 years | N/A | 39.11 | - |
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