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FBAFX vs IBNAX
FBAFX vs IBNAX Comparison
Open Charts FBAFX vs IBNAX
American Funds American Balanced 529-F-2
Price$38.37
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Nomura Balanced Fund
Price$25.99
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets2B
FBAFX vs IBNAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. IBNAX (2B). FBAFX pays higher dividends than IBNAX: FBAFX (2.16) vs IBNAX (1.20). 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 : 14.56 vs. IBNAX (12.05). FBAFX return over 5 years is better than : 40.24 vs. IBNAX (4.11).
| 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 | 2.347 | 1.484 | 158% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2B | 13,500% |
| Annual Yield % from dividends | 2.16 | 1.20 | 179% |
| Returns for 1 year | 14.56 | 12.05 | 121% |
| Returns for 3 years | 38.84 | 44.72 | 87% |
| Returns for 5 years | 40.24 | 4.11 | 978% |
| Returns for 10 years | N/A | 29.12 | - |
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