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FBONX vs IYBIX
FBONX vs IYBIX Comparison
Open Charts FBONX vs IYBIX
American Funds American Balanced 529-F-3
Price$35.77
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Macquarie Balanced Fund
Price$24.18
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.56B
FBONX vs IYBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. IYBIX (1.56B). 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: 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 : 9.77 vs. FBONX (7.26).
| 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 | 4.712 | 3.057 | 154% |
| 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 | 1.15 | 189% |
| Returns for 1 year | 7.26 | 9.77 | 74% |
| Returns for 3 years | 25.41 | 6.07 | 419% |
| Returns for 5 years | N/A | 6.04 | - |
| Returns for 10 years | N/A | 4.06 | - |
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