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FBAFX vs IBNAX
FBAFX vs IBNAX Comparison
Open Charts FBAFX vs IBNAX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Macquarie Balanced Fund
Price$24.10
Change-$0.24 (-0.99%)
VolumeN/A
Net Assets1.57B
FBAFX vs IBNAX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 247B vs. IBNAX (1.57B). FBAFX pays higher dividends than IBNAX: FBAFX (2.14) vs IBNAX (0.98). 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: 73.00 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 : 8.35 vs. FBAFX (5.57).
| 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 | 4.578 | 2.656 | 172% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 1.57B | 15,743% |
| Annual Yield % from dividends | 2.14 | 0.98 | 219% |
| Returns for 1 year | 5.57 | 8.35 | 67% |
| Returns for 3 years | 34.68 | 13.19 | 263% |
| Returns for 5 years | N/A | 9.24 | - |
| Returns for 10 years | N/A | 2.33 | - |
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