Interact to see
Advertisement
Advertisement
FBAFX vs IBNYX
FBAFX vs IBNYX Comparison
Open Charts FBAFX vs IBNYX
American Funds American Balanced 529-F-2
Price$39.87
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Nomura Balanced Fund
Price$26.15
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets2.02B
FBAFX vs IBNYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 269B vs. IBNYX (2.02B). FBAFX pays higher dividends than IBNYX: FBAFX (1.90) vs IBNYX (0.88). FBAFX was incepted earlier than IBNYX: FBAFX (5 years) vs IBNYX (22 years). IBNYX (1.09) is less costly to investors than FBAFX (0.34). IBNYX is a more actively managed with annual turnover of: 76.00 vs. FBAFX (44.00). IBNYX has a lower initial minimum investment than FBAFX: IBNYX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 9.57 vs. IBNYX (8.01). FBAFX return over 5 years is better than : 42.71 vs. IBNYX (1.35).
| FBAFX | IBNYX | FBAFX / IBNYX | |
| Total Expense Ratio | 0.34 | 0.98 | 35% |
| Annual Report Gross Expense Ratio | 0.34 | 1.09 | 31% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 16.857 | 11.582 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.02B | 13,337% |
| Annual Yield % from dividends | 1.90 | 0.88 | 215% |
| Returns for 1 year | 9.57 | 8.01 | 120% |
| Returns for 3 years | 42.02 | 14.81 | 284% |
| Returns for 5 years | 42.71 | 1.35 | 3,154% |
| Returns for 10 years | N/A | 12.06 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement