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FBONX vs IBARX
FBONX vs IBARX Comparison
Open Charts FBONX vs IBARX
American Funds American Balanced 529-F-3
Price$39.01
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Macquarie Balanced Fund Class R6
Price$26.04
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.04B
FBONX vs IBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 266B vs. IBARX (2.04B). FBONX pays higher dividends than IBARX: FBONX (2.00) vs IBARX (1.15). 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). IBARX annual gain was more profitable for investors over the last year : 10.02 vs. FBONX (9.00).
| 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 | 14.886 | 11.419 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.04B | 13,020% |
| Annual Yield % from dividends | 2.00 | 1.15 | 174% |
| Returns for 1 year | 9.00 | 10.02 | 90% |
| Returns for 3 years | 52.65 | 23.98 | 220% |
| Returns for 5 years | N/A | 8.89 | - |
| Returns for 10 years | N/A | 17.80 | - |
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