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FBAFX vs IBNAX
FBAFX vs IBNAX Comparison
Open Charts FBAFX vs IBNAX
American Funds American Balanced 529-F-2
Price$39.76
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Nomura Balanced Fund
Price$25.52
Change-$0.72 (-2.74%)
VolumeN/A
Net Assets2.01B
FBAFX vs IBNAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. IBNAX (2.01B). FBAFX pays higher dividends than IBNAX: FBAFX (1.90) 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 annual gain was more profitable for investors over the last year : 10.88 vs. IBNAX (8.96). FBAFX return over 5 years is better than : 44.39 vs. IBNAX (8.10).
| 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 | 18.506 | 12.518 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.01B | 13,376% |
| Annual Yield % from dividends | 1.90 | 0.95 | 200% |
| Returns for 1 year | 10.88 | 8.96 | 121% |
| Returns for 3 years | 45.63 | 17.26 | 264% |
| Returns for 5 years | 44.39 | 8.10 | 548% |
| Returns for 10 years | N/A | 24.04 | - |
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