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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$35.33
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Macquarie Balanced Fund
Price$23.95
Change-$0.24 (-0.99%)
VolumeN/A
Net Assets1.54B
FBONX vs IYBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 242B vs. IYBFX (1.54B). FBONX pays higher dividends than IYBFX: FBONX (2.50) vs IYBFX (1.86). FBONX was incepted earlier than IYBFX: FBONX (4 years) vs IYBFX (12 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (82.00). 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 : 13.26 vs. FBONX (9.52).
| FBONX | IYBFX | FBONX / IYBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | 2.913 | 2.132 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 1.54B | 15,694% |
| Annual Yield % from dividends | 2.50 | 1.86 | 135% |
| Returns for 1 year | 9.52 | 13.26 | 72% |
| Returns for 3 years | 20.16 | -1.25 | -1,608% |
| Returns for 5 years | N/A | 0.55 | - |
| Returns for 10 years | N/A | -1.55 | - |