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FBONX vs IBARX
FBONX vs IBARX Comparison
Open Charts FBONX vs IBARX
American Funds American Balanced 529-F-3
Price$38.17
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
Macquarie Balanced Fund Class R6
Price$25.70
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets2.04B
FBONX vs IBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 259B vs. IBARX (2.04B). FBONX pays higher dividends than IBARX: FBONX (2.05) vs IBARX (1.23). FBONX was incepted earlier than IBARX: FBONX (5 years) vs IBARX (11 years). IBARX (0.78) 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). IBARX annual gain was more profitable for investors over the last year : 14.16 vs. FBONX (12.07).
| FBONX | IBARX | FBONX / IBARX | |
| Total Expense Ratio | 0.30 | 0.72 | 42% |
| Annual Report Gross Expense Ratio | 0.30 | 0.78 | 38% |
| Fund Existence | 5 years | 11 years | - |
| Gain YTD | 12.023 | 9.628 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.04B | 12,702% |
| Annual Yield % from dividends | 2.05 | 1.23 | 166% |
| Returns for 1 year | 12.07 | 14.16 | 85% |
| Returns for 3 years | 39.46 | 14.91 | 265% |
| Returns for 5 years | N/A | 9.50 | - |
| Returns for 10 years | N/A | 18.67 | - |
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