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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$38.56
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets262.75B
Macquarie Balanced Fund
Price$25.77
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.05B
FBONX vs IYBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. IYBFX (2.05B). FBONX pays higher dividends than IYBFX: FBONX (2.05) vs IYBFX (0.85). FBONX was incepted earlier than IYBFX: FBONX (5 years) vs IYBFX (13 years). IYBFX (1.33) 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). IYBFX annual gain was more profitable for investors over the last year : 10.21 vs. FBONX (8.49).
| FBONX | IYBFX | FBONX / IYBFX | |
| Total Expense Ratio | 0.30 | 1.31 | 23% |
| Annual Report Gross Expense Ratio | 0.30 | 1.33 | 23% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 13.414 | 10.491 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.05B | 12,836% |
| Annual Yield % from dividends | 2.05 | 0.85 | 242% |
| Returns for 1 year | 8.49 | 10.21 | 83% |
| Returns for 3 years | 53.90 | 23.76 | 227% |
| Returns for 5 years | N/A | 8.10 | - |
| Returns for 10 years | N/A | 14.52 | - |
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