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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$38.71
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets262.74B
Macquarie Balanced Fund
Price$25.45
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets2B
FBONX vs IYBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. IYBFX (2B). FBONX pays higher dividends than IYBFX: FBONX (1.97) vs IYBFX (0.75). 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 : 9.12 vs. IYBFX (8.26). FBONX return over 5 years is better than : 41.88 vs. IYBFX (0.87).
| 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 | 14.003 | 9.416 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2B | 13,157% |
| Annual Yield % from dividends | 1.97 | 0.75 | 262% |
| Returns for 1 year | 9.12 | 8.26 | 110% |
| Returns for 3 years | 42.57 | 14.47 | 294% |
| Returns for 5 years | 41.88 | 0.87 | 4,829% |
| Returns for 10 years | N/A | 7.64 | - |
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