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FBONX vs QIBGX
FBONX vs QIBGX Comparison
Open Charts FBONX vs QIBGX
American Funds American Balanced 529-F-3
Price$39.17
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets266.56B
Federated Hermes MDT Balanced IS
Price$23.89
Change+$0.07 (+0.29%)
VolumeN/A
Net Assets302.06M
FBONX vs QIBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 267B vs. QIBGX (302M). FBONX pays higher dividends than QIBGX: FBONX (2.00) vs QIBGX (1.39). FBONX was incepted earlier than QIBGX: FBONX (5 years) vs QIBGX (23 years). QIBGX (1.12) is less costly to investors than FBONX (0.30). QIBGX is a more actively managed with annual turnover of: 68.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than QIBGX: FBONX (250) vs QIBGX (1000000). FBONX annual gain was more profitable for investors over the last year : 10.48 vs. QIBGX (3.60).
| FBONX | QIBGX | FBONX / QIBGX | |
| Total Expense Ratio | 0.30 | 1.09 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.12 | 27% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 15.357 | 11.884 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 267B | 302M | 88,411% |
| Annual Yield % from dividends | 2.00 | 1.39 | 144% |
| Returns for 1 year | 10.48 | 3.60 | 291% |
| Returns for 3 years | 51.73 | 35.00 | 148% |
| Returns for 5 years | N/A | 25.43 | - |
| Returns for 10 years | N/A | 61.92 | - |
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