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FBONX vs ICMBX
FBONX vs ICMBX Comparison
Open Charts FBONX vs ICMBX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Intrepid Capital Investor
Price$12.85
Change-$0.11 (-0.85%)
VolumeN/A
Net Assets93.17M
FBONX vs ICMBX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. ICMBX (93.2M). ICMBX pays higher dividends than FBONX: ICMBX (2.59) vs FBONX (2.18). 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 : 12.55 vs. FBONX (5.58).
| 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 | 4.568 | 2.792 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 93.2M | 261,803% |
| Annual Yield % from dividends | 2.18 | 2.59 | 84% |
| Returns for 1 year | 5.58 | 12.55 | 44% |
| Returns for 3 years | 34.82 | 33.85 | 103% |
| Returns for 5 years | N/A | 63.32 | - |
| Returns for 10 years | N/A | 40.58 | - |
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