Interact to see
Advertisement
Advertisement
FBAFX vs ICMBX
FBAFX vs ICMBX Comparison
Open Charts FBAFX vs ICMBX
American Funds American Balanced 529-F-2
Price$39.57
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets268.19B
Intrepid Capital Investor
Price$13.84
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets103.36M
FBAFX vs ICMBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 268B vs. ICMBX (103M). ICMBX pays higher dividends than FBAFX: ICMBX (2.23) vs FBAFX (1.94). FBAFX was incepted earlier than ICMBX: FBAFX (5 years) vs ICMBX (21 years). ICMBX (1.93) is less costly to investors than FBAFX (0.34). FBAFX is a more actively managed with annual turnover of: 44.00 vs. ICMBX (33.00). FBAFX has a lower initial minimum investment than ICMBX: FBAFX (250) vs ICMBX (2500). ICMBX annual gain was more profitable for investors over the last year : 11.48 vs. FBAFX (10.25). ICMBX return over 5 years is better than : 56.10 vs. FBAFX (44.98).
| FBAFX | ICMBX | FBAFX / ICMBX | |
| Total Expense Ratio | 0.34 | 1.41 | 24% |
| Annual Report Gross Expense Ratio | 0.34 | 1.93 | 18% |
| Fund Existence | 5 years | 21 years | - |
| Gain YTD | 16.503 | 11.832 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 103M | 260,194% |
| Annual Yield % from dividends | 1.94 | 2.23 | 87% |
| Returns for 1 year | 10.25 | 11.48 | 89% |
| Returns for 3 years | 45.39 | 44.16 | 103% |
| Returns for 5 years | 44.98 | 56.10 | 80% |
| Returns for 10 years | N/A | 66.57 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement