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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$23.47
Change-$0.50 (-2.09%)
VolumeN/A
CapitalizationN/A
FBONX vs IYBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 241B vs. IYBFX (1.57B). 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 : 18.76 vs. FBONX (12.79).
| 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 | 11.771 | 18.012 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 1.57B | 15,360% |
| Annual Yield % from dividends | 2.50 | 1.86 | 135% |
| Returns for 1 year | 12.79 | 18.76 | 68% |
| Returns for 3 years | 14.13 | -7.16 | -198% |
| Returns for 5 years | N/A | 2.20 | - |
| Returns for 10 years | N/A | 2.25 | - |