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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$39.28
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Macquarie Balanced Fund
Price$25.96
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets2.04B
FBONX vs IYBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. IYBFX (2.04B). FBONX pays higher dividends than IYBFX: FBONX (2.00) vs IYBFX (0.76). FBONX was incepted earlier than IYBFX: FBONX (5 years) vs IYBFX (13 years). IYBFX (1.34) 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). FBONX annual gain was more profitable for investors over the last year : 9.70 vs. IYBFX (9.06).
| FBONX | IYBFX | FBONX / IYBFX | |
| Total Expense Ratio | 0.30 | 1.23 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.34 | 22% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 15.681 | 10.878 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.04B | 13,020% |
| Annual Yield % from dividends | 2.00 | 0.76 | 263% |
| Returns for 1 year | 9.70 | 9.06 | 107% |
| Returns for 3 years | 53.04 | 22.15 | 239% |
| Returns for 5 years | N/A | 6.54 | - |
| Returns for 10 years | N/A | 9.60 | - |
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