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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Macquarie Balanced Fund
Price$25.00
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
FBONX vs IYBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 254B vs. IYBFX (1.6B). FBONX pays higher dividends than IYBFX: FBONX (2.10) vs IYBFX (0.86). FBONX was incepted earlier than IYBFX: FBONX (5 years) vs IYBFX (13 years). IYBFX (1.33) is less costly to investors than FBONX (0.30). IYBFX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). IYBFX has a lower initial minimum investment than FBONX: IYBFX (0) vs FBONX (250). IYBFX annual gain was more profitable for investors over the last year : 13.13 vs. FBONX (10.59).
| FBONX | IYBFX | FBONX / IYBFX | |
| Total Expense Ratio | 0.30 | 1.31 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.33 | 23% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 9.205 | 7.306 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.6B | 15,865% |
| Annual Yield % from dividends | 2.10 | 0.86 | 243% |
| Returns for 1 year | 10.59 | 13.13 | 81% |
| Returns for 3 years | 36.98 | 12.62 | 293% |
| Returns for 5 years | N/A | 7.92 | - |
| Returns for 10 years | N/A | 5.95 | - |
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