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FBONX vs IBARX
FBONX vs IBARX Comparison
Open Charts FBONX vs IBARX
American Funds American Balanced 529-F-3
Price$40.25
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
Nomura Balanced Fund Class R6
Price$26.38
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets2.01B
FBONX vs IBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 269B vs. IBARX (2.01B). FBONX pays higher dividends than IBARX: FBONX (1.93) vs IBARX (1.14). FBONX was incepted earlier than IBARX: FBONX (5 years) vs IBARX (11 years). IBARX (0.75) is less costly to investors than FBONX (0.30). IBARX is a more actively managed with annual turnover of: 76.00 vs. FBONX (44.00). IBARX has a lower initial minimum investment than FBONX: IBARX (0) vs FBONX (250). FBONX annual gain was more profitable for investors over the last year : 10.92 vs. IBARX (9.36). FBONX return over 5 years is better than : 44.69 vs. IBARX (10.01).
| FBONX | IBARX | FBONX / IBARX | |
| Total Expense Ratio | 0.30 | 0.65 | 46% |
| Annual Report Gross Expense Ratio | 0.30 | 0.75 | 40% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 18.538 | 12.874 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.01B | 13,390% |
| Annual Yield % from dividends | 1.93 | 1.14 | 170% |
| Returns for 1 year | 10.92 | 9.36 | 117% |
| Returns for 3 years | 45.83 | 18.52 | 247% |
| Returns for 5 years | 44.69 | 10.01 | 447% |
| Returns for 10 years | N/A | 27.98 | - |
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