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FBAFX vs IBNCX
FBAFX vs IBNCX Comparison
Open Charts FBAFX vs IBNCX
American Funds American Balanced 529-F-2
Price$39.08
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Macquarie Balanced Fund
Price$25.38
Change-$0.32 (-1.25%)
VolumeN/A
Net Assets2.04B
FBAFX vs IBNCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. IBNCX (2.04B). FBAFX pays higher dividends than IBNCX: FBAFX (1.94) vs IBNCX (0.41). FBAFX was incepted earlier than IBNCX: FBAFX (5 years) vs IBNCX (22 years). IBNCX (1.84) is less costly to investors than FBAFX (0.34). IBNCX is a more actively managed with annual turnover of: 76.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than IBNCX: FBAFX (250) vs IBNCX (1000). FBAFX annual gain was more profitable for investors over the last year : 10.25 vs. IBNCX (9.20). FBAFX return over 5 years is better than : 44.98 vs. IBNCX (1.49).
| FBAFX | IBNCX | FBAFX / IBNCX | |
| Total Expense Ratio | 0.34 | 1.73 | 20% |
| Annual Report Gross Expense Ratio | 0.34 | 1.84 | 18% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 16.503 | 11.949 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.04B | 13,160% |
| Annual Yield % from dividends | 1.94 | 0.41 | 470% |
| Returns for 1 year | 10.25 | 9.20 | 111% |
| Returns for 3 years | 45.39 | 15.06 | 301% |
| Returns for 5 years | 44.98 | 1.49 | 3,023% |
| Returns for 10 years | N/A | 8.61 | - |
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