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FBAFX vs IBNCX
FBAFX vs IBNCX Comparison
Open Charts FBAFX vs IBNCX
American Funds American Balanced 529-F-2
Price$36.88
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Macquarie Balanced Fund
Price$24.43
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets1.6B
FBAFX vs IBNCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 252B vs. IBNCX (1.6B). FBAFX pays higher dividends than IBNCX: FBAFX (2.06) vs IBNCX (0.50). FBAFX was incepted earlier than IBNCX: FBAFX (5 years) vs IBNCX (22 years). IBNCX (1.83) is less costly to investors than FBAFX (0.34). IBNCX is a more actively managed with annual turnover of: 73.00 vs. FBAFX (44.00). FBAFX has a lower initial minimum investment than IBNCX: FBAFX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 11.27 vs. FBAFX (8.12).
| FBAFX | IBNCX | FBAFX / IBNCX | |
| Total Expense Ratio | 0.34 | 1.81 | 19% |
| Annual Report Gross Expense Ratio | 0.34 | 1.83 | 19% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 8.217 | 6.362 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.6B | 15,730% |
| Annual Yield % from dividends | 2.06 | 0.50 | 416% |
| Returns for 1 year | 8.12 | 11.27 | 72% |
| Returns for 3 years | 37.19 | 11.81 | 315% |
| Returns for 5 years | N/A | 6.93 | - |
| Returns for 10 years | N/A | 0.90 | - |
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