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FBONX vs IYBIX
FBONX vs IYBIX Comparison
Open Charts FBONX vs IYBIX
American Funds American Balanced 529-F-3
Price$36.15
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets248.02B
Macquarie Balanced Fund
Price$24.47
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets1.58B
FBONX vs IYBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 248B vs. IYBIX (1.58B). FBONX pays higher dividends than IYBIX: FBONX (2.18) vs IYBIX (1.15). 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: 76.00 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 : 10.63 vs. FBONX (6.72).
| 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 | 6.095 | 4.571 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 1.58B | 15,736% |
| Annual Yield % from dividends | 2.18 | 1.15 | 189% |
| Returns for 1 year | 6.72 | 10.63 | 63% |
| Returns for 3 years | 33.81 | 11.96 | 283% |
| Returns for 5 years | N/A | 10.59 | - |
| Returns for 10 years | N/A | 4.97 | - |
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