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FBONX vs IYBFX
FBONX vs IYBFX Comparison
Open Charts FBONX vs IYBFX
American Funds American Balanced 529-F-3
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Macquarie Balanced Fund
Price$24.01
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets1.56B
FBONX vs IYBFX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. IYBFX (1.56B). FBONX pays higher dividends than IYBFX: FBONX (2.18) vs IYBFX (0.82). FBONX was incepted earlier than IYBFX: FBONX (5 years) vs IYBFX (12 years). IYBFX (1.33) is less costly to investors than FBONX (0.30). IYBFX is a more actively managed with annual turnover of: 73.00 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 : 9.25 vs. FBONX (7.26).
| 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 | 12 years | - |
| Gain YTD | 4.712 | 2.864 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.56B | 15,621% |
| Annual Yield % from dividends | 2.18 | 0.82 | 267% |
| Returns for 1 year | 7.26 | 9.25 | 78% |
| Returns for 3 years | 25.41 | 5.04 | 504% |
| Returns for 5 years | N/A | 3.96 | - |
| Returns for 10 years | N/A | 0.32 | - |
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