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FBAFX vs IYBFX
FBAFX vs IYBFX Comparison
Open Charts FBAFX vs IYBFX
American Funds American Balanced 529-F-2
Price$38.37
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Nomura Balanced Fund
Price$25.90
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets2B
FBAFX vs IYBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 270B vs. IYBFX (2B). FBAFX pays higher dividends than IYBFX: FBAFX (2.16) vs IYBFX (0.82). FBAFX was incepted earlier than IYBFX: FBAFX (5 years) vs IYBFX (13 years). IYBFX (1.34) is less costly to investors than FBAFX (0.34). IYBFX is a more actively managed with annual turnover of: 76.00 vs. FBAFX (44.00). IYBFX has a lower initial minimum investment than FBAFX: IYBFX (0) vs FBAFX (250). FBAFX annual gain was more profitable for investors over the last year : 14.56 vs. IYBFX (11.76). FBAFX return over 5 years is better than : 40.24 vs. IYBFX (2.56).
| FBAFX | IYBFX | FBAFX / IYBFX | |
| Total Expense Ratio | 0.34 | 1.23 | 28% |
| Annual Report Gross Expense Ratio | 0.34 | 1.34 | 25% |
| Fund Existence | 5 years | 13 years | - |
| Gain YTD | 2.347 | 1.489 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2B | 13,500% |
| Annual Yield % from dividends | 2.16 | 0.82 | 262% |
| Returns for 1 year | 14.56 | 11.76 | 124% |
| Returns for 3 years | 38.84 | 43.63 | 89% |
| Returns for 5 years | 40.24 | 2.56 | 1,571% |
| Returns for 10 years | N/A | 25.57 | - |
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