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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$33.05
Change-$0.31 (-0.93%)
VolumeN/A
Net Assets227.6B
Macquarie Balanced Fund
Price$22.32
Change-$0.22 (-0.98%)
VolumeN/A
Net Assets1.43B
FBONX vs IYBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 228B vs. IYBFX (1.43B). FBONX pays higher dividends than IYBFX: FBONX (2.26) vs IYBFX (0.84). FBONX was incepted earlier than IYBFX: FBONX (4 years) vs IYBFX (12 years). IYBFX (1.33) is less costly to investors than FBONX (0.30). FBONX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (73.00). 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 : 7.58 vs. FBONX (3.03).
| FBONX | IYBFX | FBONX / IYBFX | |
| Total Expense Ratio | 0.30 | 1.31 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.33 | 23% |
| Fund Existence | 4 years | 12 years | - |
| Gain YTD | -3.359 | -3.594 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 1.43B | 15,955% |
| Annual Yield % from dividends | 2.26 | 0.84 | 268% |
| Returns for 1 year | 3.03 | 7.58 | 40% |
| Returns for 3 years | 12.40 | -5.51 | -225% |
| Returns for 5 years | N/A | 7.27 | - |
| Returns for 10 years | N/A | -6.45 | - |
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