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FBAFX vs IYBIX
FBAFX vs IYBIX Comparison
Open Charts FBAFX vs IYBIX
American Funds American Balanced 529-F-2
Price$35.64
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Macquarie Balanced Fund
Price$24.14
Change-$0.24 (-0.98%)
VolumeN/A
Net Assets1.55B
FBAFX vs IYBIX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBAFX has more cash in the bank: 244B vs. IYBIX (1.55B). FBAFX pays higher dividends than IYBIX: FBAFX (2.14) vs IYBIX (1.15). 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: 73.00 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 : 8.58 vs. FBAFX (5.57).
| 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 | 4.578 | 2.759 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.55B | 15,712% |
| Annual Yield % from dividends | 2.14 | 1.15 | 186% |
| Returns for 1 year | 5.57 | 8.58 | 65% |
| Returns for 3 years | 34.68 | 13.55 | 256% |
| Returns for 5 years | N/A | 9.70 | - |
| Returns for 10 years | N/A | 3.47 | - |
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