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FBONX vs IYBIX
FBONX vs IYBIX Comparison
Open Charts FBONX vs IYBIX
American Funds American Balanced 529-F-3
Price$36.12
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Balanced Fund
Price$23.51
Change-$0.13 (-0.55%)
VolumeN/A
CapitalizationN/A
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FBONX vs IYBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 236B vs. IYBIX (1.58B). FBONX pays higher dividends than IYBIX: FBONX (2.50) vs IYBIX (2.28). FBONX was incepted earlier than IYBIX: FBONX (4 years) vs IYBIX (17 years). FBONX is a more actively managed with annual turnover of: 171.00 vs. IYBIX (82.00). 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 : 26.96 vs. FBONX (24.74).
| FBONX | IYBIX | FBONX / IYBIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 4 years | 17 years | - |
| Gain YTD | 14.251 | 15.582 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.58B | 14,937% |
| Annual Yield % from dividends | 2.50 | 2.28 | 109% |
| Returns for 1 year | 24.74 | 26.96 | 92% |
| Returns for 3 years | 17.33 | -14.84 | -117% |
| Returns for 5 years | N/A | 1.55 | - |
| Returns for 10 years | N/A | 2.91 | - |