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FBAFX vs IBARX
FBAFX vs IBARX Comparison
Open Charts FBAFX vs IBARX
American Funds American Balanced 529-F-2
Price$37.65
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
Nomura Balanced Fund Class R6
Price$25.92
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2B
FBAFX vs IBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. IBARX (2B). FBAFX pays higher dividends than IBARX: FBAFX (1.90) vs IBARX (1.14). FBAFX was incepted earlier than IBARX: FBAFX (5 years) vs IBARX (11 years). IBARX (0.75) is less costly to investors than FBAFX (0.34). IBARX is a more actively managed with annual turnover of: 76.00 vs. FBAFX (44.00). IBARX has a lower initial minimum investment than FBAFX: IBARX (0) vs FBAFX (250). FBAFX (9.38) and IBARX (9.33) have marching annual gain over last year. FBAFX return over 5 years is better than : 38.07 vs. IBARX (6.75).
| FBAFX | IBARX | FBAFX / IBARX | |
| Total Expense Ratio | 0.34 | 0.65 | 52% |
| Annual Report Gross Expense Ratio | 0.34 | 0.75 | 45% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 10.851 | 10.906 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2B | 13,457% |
| Annual Yield % from dividends | 1.90 | 1.14 | 167% |
| Returns for 1 year | 9.38 | 9.33 | 101% |
| Returns for 3 years | 38.63 | 49.55 | 78% |
| Returns for 5 years | 38.07 | 6.75 | 564% |
| Returns for 10 years | N/A | 23.51 | - |
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