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FBAFX vs IBNAX
FBAFX vs IBNAX Comparison
Open Charts FBAFX vs IBNAX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Macquarie Balanced Fund
Price$25.13
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
FBAFX vs IBNAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. IBNAX (1.6B). FBAFX pays higher dividends than IBNAX: FBAFX (2.06) vs IBNAX (1.02). FBAFX was incepted earlier than IBNAX: FBAFX (5 years) vs IBNAX (38 years). IBNAX (1.08) is less costly to investors than FBAFX (0.34). IBNAX is a more actively managed with annual turnover of: 76.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than IBNAX: FBAFX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 13.40 vs. FBAFX (10.54).
| FBAFX | IBNAX | FBAFX / IBNAX | |
| Total Expense Ratio | 0.34 | 1.06 | 32% |
| Annual Report Gross Expense Ratio | 0.34 | 1.08 | 31% |
| Fund Existence | 5 years | 38 years | - |
| Gain YTD | 9.185 | 7.481 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.6B | 15,865% |
| Annual Yield % from dividends | 2.06 | 1.02 | 202% |
| Returns for 1 year | 10.54 | 13.40 | 79% |
| Returns for 3 years | 36.84 | 13.58 | 271% |
| Returns for 5 years | N/A | 9.65 | - |
| Returns for 10 years | N/A | 8.75 | - |