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FBAFX vs IBARX
FBAFX vs IBARX Comparison
Open Charts FBAFX vs IBARX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
Nomura Balanced Fund Class R6
Price$25.96
Change-$0.17 (-0.65%)
VolumeN/A
Net Assets1.97B
FBAFX vs IBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. IBARX (1.97B). FBAFX pays higher dividends than IBARX: FBAFX (2.11) vs IBARX (1.47). FBAFX was incepted earlier than IBARX: FBAFX (5 years) vs IBARX (12 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 annual gain was more profitable for investors over the last year : 11.64 vs. IBARX (8.73). FBAFX return over 5 years is better than : 39.18 vs. IBARX (4.57).
| 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 | 12 years | - |
| Gain YTD | 2.481 | 0.894 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.97B | 13,706% |
| Annual Yield % from dividends | 2.11 | 1.47 | 144% |
| Returns for 1 year | 11.64 | 8.73 | 133% |
| Returns for 3 years | 37.86 | 42.09 | 90% |
| Returns for 5 years | 39.18 | 4.57 | 857% |
| Returns for 10 years | N/A | 33.81 | - |
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