Ad is loading...
FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$34.38
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Macquarie Balanced Fund
Price$23.25
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.52B
FBONX vs IYBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. IYBFX (1.53B). FBONX pays higher dividends than IYBFX: FBONX (2.26) vs IYBFX (0.85). FBONX was incepted earlier than IYBFX: FBONX (5 years) vs IYBFX (12 years). IYBFX (1.33) is less costly to investors than FBONX (0.30). IYBFX is a more actively managed with annual turnover of: 73.00 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 : 7.95 vs. FBONX (5.03).
| 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 | 12 years | - |
| Gain YTD | 0.530 | -0.558 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.53B | 15,344% |
| Annual Yield % from dividends | 2.26 | 0.85 | 267% |
| Returns for 1 year | 5.03 | 7.95 | 63% |
| Returns for 3 years | 24.22 | 5.28 | 458% |
| Returns for 5 years | N/A | 8.47 | - |
| Returns for 10 years | N/A | -3.62 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...