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FBAFX vs IBARX
FBAFX vs IBARX Comparison
Open Charts FBAFX vs IBARX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Macquarie Balanced Fund Class R6
Price$26.08
Change-$0.33 (-1.25%)
VolumeN/A
Net Assets2.04B
FBAFX vs IBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. IBARX (2.04B). FBAFX pays higher dividends than IBARX: FBAFX (1.94) 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). IBARX (10.44) and FBAFX (10.25) have marching annual gain over last year. FBAFX return over 5 years is better than : 44.98 vs. IBARX (7.67).
| 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 | 16.503 | 13.002 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.04B | 13,160% |
| Annual Yield % from dividends | 1.94 | 1.14 | 170% |
| Returns for 1 year | 10.25 | 10.44 | 98% |
| Returns for 3 years | 45.39 | 19.47 | 233% |
| Returns for 5 years | 44.98 | 7.67 | 586% |
| Returns for 10 years | N/A | 19.52 | - |
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