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FBONX vs IBARX
FBONX vs IBARX Comparison
Open Charts FBONX vs IBARX
American Funds American Balanced 529-F-3
Price$38.41
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Nomura Balanced Fund Class R6
Price$25.96
Change-$0.17 (-0.65%)
VolumeN/A
Net Assets1.97B
FBONX vs IBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 270B vs. IBARX (1.97B). FBONX pays higher dividends than IBARX: FBONX (2.14) vs IBARX (1.47). FBONX was incepted earlier than IBARX: FBONX (5 years) vs IBARX (12 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 : 11.66 vs. IBARX (8.73). FBONX return over 5 years is better than : 39.41 vs. IBARX (4.57).
| 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 | 12 years | - |
| Gain YTD | 2.481 | 0.894 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.97B | 13,706% |
| Annual Yield % from dividends | 2.14 | 1.47 | 146% |
| Returns for 1 year | 11.66 | 8.73 | 133% |
| Returns for 3 years | 37.96 | 42.09 | 90% |
| Returns for 5 years | 39.41 | 4.57 | 862% |
| Returns for 10 years | N/A | 33.81 | - |
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