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FBONX vs IYBIX
FBONX vs IYBIX Comparison
Open Charts FBONX vs IYBIX
American Funds American Balanced 529-F-3
Price$34.35
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Macquarie Balanced Fund
Price$23.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
FBONX vs IYBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 234B vs. IYBIX (1.53B). FBONX pays higher dividends than IYBIX: FBONX (2.26) vs IYBIX (1.19). FBONX was incepted earlier than IYBIX: FBONX (5 years) vs IYBIX (18 years). IYBIX (0.83) is less costly to investors than FBONX (0.30). IYBIX is a more actively managed with annual turnover of: 73.00 vs. FBONX (44.00). IYBIX has a lower initial minimum investment than FBONX: IYBIX (0) vs FBONX (250). IYBIX annual gain was more profitable for investors over the last year : 7.93 vs. FBONX (4.50).
| FBONX | IYBIX | FBONX / IYBIX | |
| Total Expense Ratio | 0.30 | 0.81 | 37% |
| Annual Report Gross Expense Ratio | 0.30 | 0.83 | 36% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 0.442 | -0.348 | -127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.53B | 15,344% |
| Annual Yield % from dividends | 2.26 | 1.19 | 189% |
| Returns for 1 year | 4.50 | 7.93 | 57% |
| Returns for 3 years | 23.90 | 5.91 | 405% |
| Returns for 5 years | N/A | 10.69 | - |
| Returns for 10 years | N/A | 0.38 | - |