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FBONX vs IBNAX
FBONX vs IBNAX Comparison
Open Charts FBONX vs IBNAX
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Macquarie Balanced Fund
Price$24.96
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets1.6B
FBONX vs IBNAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. IBNAX (1.6B). FBONX pays higher dividends than IBNAX: FBONX (2.10) vs IBNAX (1.02). FBONX was incepted earlier than IBNAX: FBONX (5 years) vs IBNAX (38 years). IBNAX (1.08) is less costly to investors than FBONX (0.30). IBNAX is a more actively managed with annual turnover of: 73.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than IBNAX: FBONX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 12.08 vs. FBONX (8.16).
| FBONX | IBNAX | FBONX / IBNAX | |
| Total Expense Ratio | 0.30 | 1.06 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.08 | 28% |
| Fund Existence | 5 years | 38 years | - |
| Gain YTD | 8.208 | 6.754 | 122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.6B | 15,730% |
| Annual Yield % from dividends | 2.10 | 1.02 | 205% |
| Returns for 1 year | 8.16 | 12.08 | 68% |
| Returns for 3 years | 37.33 | 14.96 | 250% |
| Returns for 5 years | N/A | 11.44 | - |
| Returns for 10 years | N/A | 7.50 | - |