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FBONX vs QIBGX
FBONX vs QIBGX Comparison
Open Charts FBONX vs QIBGX
American Funds American Balanced 529-F-3
Price$38.63
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets263.25B
Federated Hermes MDT Balanced IS
Price$23.79
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets293.61M
FBONX vs QIBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 263B vs. QIBGX (294M). FBONX pays higher dividends than QIBGX: FBONX (2.05) vs QIBGX (1.41). 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 : 9.98 vs. QIBGX (4.76).
| 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 | 13.344 | 11.977 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 294M | 89,456% |
| Annual Yield % from dividends | 2.05 | 1.41 | 145% |
| Returns for 1 year | 9.98 | 4.76 | 210% |
| Returns for 3 years | 45.14 | 32.03 | 141% |
| Returns for 5 years | N/A | 27.77 | - |
| Returns for 10 years | N/A | 65.38 | - |
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