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FBAFX vs IBARX
FBAFX vs IBARX Comparison
Open Charts FBAFX vs IBARX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Macquarie Balanced Fund Class R6
Price$25.07
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets1.6B
FBAFX vs IBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. IBARX (1.6B). FBAFX pays higher dividends than IBARX: FBAFX (2.06) vs IBARX (1.26). FBAFX was incepted earlier than IBARX: FBAFX (5 years) vs IBARX (11 years). IBARX (0.78) is less costly to investors than FBAFX (0.34). IBARX is a more actively managed with annual turnover of: 73.00 vs. FBAFX (44.00). IBARX has a lower initial minimum investment than FBAFX: IBARX (0) vs FBAFX (250). IBARX annual gain was more profitable for investors over the last year : 12.50 vs. FBAFX (8.12).
| FBAFX | IBARX | FBAFX / IBARX | |
| Total Expense Ratio | 0.34 | 0.72 | 47% |
| Annual Report Gross Expense Ratio | 0.34 | 0.78 | 44% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 8.217 | 6.941 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.6B | 15,730% |
| Annual Yield % from dividends | 2.06 | 1.26 | 164% |
| Returns for 1 year | 8.12 | 12.50 | 65% |
| Returns for 3 years | 37.19 | 16.19 | 230% |
| Returns for 5 years | N/A | 13.42 | - |
| Returns for 10 years | N/A | 10.70 | - |
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