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FBAFX vs IYBIX
FBAFX vs IYBIX Comparison
Open Charts FBAFX vs IYBIX
American Funds American Balanced 529-F-2
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Macquarie Balanced Fund
Price$25.17
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
FBAFX vs IYBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 254B vs. IYBIX (1.6B). FBAFX pays higher dividends than IYBIX: FBAFX (2.06) vs IYBIX (1.20). FBAFX was incepted earlier than IYBIX: FBAFX (5 years) vs IYBIX (18 years). IYBIX (0.83) is less costly to investors than FBAFX (0.34). IYBIX is a more actively managed with annual turnover of: 76.00 vs. FBAFX (44.00). IYBIX has a lower initial minimum investment than FBAFX: IYBIX (0) vs FBAFX (250). IYBIX annual gain was more profitable for investors over the last year : 13.68 vs. FBAFX (10.54).
| FBAFX | IYBIX | FBAFX / IYBIX | |
| Total Expense Ratio | 0.34 | 0.81 | 42% |
| Annual Report Gross Expense Ratio | 0.34 | 0.83 | 41% |
| Fund Existence | 5 years | 18 years | - |
| Gain YTD | 9.185 | 7.650 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.6B | 15,865% |
| Annual Yield % from dividends | 2.06 | 1.20 | 172% |
| Returns for 1 year | 10.54 | 13.68 | 77% |
| Returns for 3 years | 36.84 | 14.01 | 263% |
| Returns for 5 years | N/A | 10.18 | - |
| Returns for 10 years | N/A | 10.03 | - |