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FBONX vs QIBGX
FBONX vs QIBGX Comparison
Open Charts FBONX vs QIBGX
American Funds American Balanced 529-F-3
Price$36.88
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets252.03B
Federated Hermes MDT Balanced IS
Price$22.94
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets278.64M
FBONX vs QIBGX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. QIBGX (279M). FBONX pays higher dividends than QIBGX: FBONX (2.10) vs QIBGX (1.45). 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 : 6.84 vs. QIBGX (3.04).
| 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 | 8.237 | 7.468 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 279M | 90,323% |
| Annual Yield % from dividends | 2.10 | 1.45 | 145% |
| Returns for 1 year | 6.84 | 3.04 | 225% |
| Returns for 3 years | 37.75 | 27.19 | 139% |
| Returns for 5 years | N/A | 24.90 | - |
| Returns for 10 years | N/A | 50.75 | - |
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