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FBAFX vs IBNAX
FBAFX vs IBNAX Comparison
Open Charts FBAFX vs IBNAX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Macquarie Balanced Fund
Price$25.95
Change-$0.33 (-1.26%)
VolumeN/A
Net Assets2.02B
FBAFX vs IBNAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. IBNAX (2.02B). FBAFX pays higher dividends than IBNAX: FBAFX (1.94) vs IBNAX (0.95). FBAFX was incepted earlier than IBNAX: FBAFX (5 years) vs IBNAX (38 years). IBNAX (1.09) 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). FBAFX (10.25) and IBNAX (10.07) have marching annual gain over last year. FBAFX return over 5 years is better than : 44.98 vs. IBNAX (5.79).
| FBAFX | IBNAX | FBAFX / IBNAX | |
| Total Expense Ratio | 0.34 | 0.98 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 1.09 | 31% |
| Fund Existence | 5 years | 38 years | - |
| Gain YTD | 16.503 | 12.690 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.02B | 13,337% |
| Annual Yield % from dividends | 1.94 | 0.95 | 204% |
| Returns for 1 year | 10.25 | 10.07 | 102% |
| Returns for 3 years | 45.39 | 18.20 | 249% |
| Returns for 5 years | 44.98 | 5.79 | 777% |
| Returns for 10 years | N/A | 15.95 | - |
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