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FBAFX vs IBNCX
FBAFX vs IBNCX Comparison
Open Charts FBAFX vs IBNCX
American Funds American Balanced 529-F-2
Price$38.42
Change-$0.54 (-1.39%)
VolumeN/A
Net Assets269.72B
Nomura Balanced Fund
Price$25.27
Change-$0.19 (-0.75%)
VolumeN/A
Net Assets1.97B
FBAFX vs IBNCX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. IBNCX (1.97B). FBAFX pays higher dividends than IBNCX: FBAFX (2.11) vs IBNCX (0.47). 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 : 11.64 vs. IBNCX (7.53). FBAFX return over 5 years is better than : 39.18 vs. IBNCX (-1.35).
| 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 | 2.481 | 0.798 | 311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.97B | 13,706% |
| Annual Yield % from dividends | 2.11 | 0.47 | 447% |
| Returns for 1 year | 11.64 | 7.53 | 155% |
| Returns for 3 years | 37.86 | 37.53 | 101% |
| Returns for 5 years | 39.18 | -1.35 | -2,893% |
| Returns for 10 years | N/A | 21.24 | - |
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