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FBONX vs IBNCX
FBONX vs IBNCX Comparison
Open Charts FBONX vs IBNCX
American Funds American Balanced 529-F-3
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Macquarie Balanced Fund
Price$23.55
Change-$0.24 (-1.01%)
VolumeN/A
Net Assets1.55B
FBONX vs IBNCX Comparison Chart
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 244B vs. IBNCX (1.55B). FBONX pays higher dividends than IBNCX: FBONX (2.18) vs IBNCX (0.43). FBONX was incepted earlier than IBNCX: FBONX (5 years) vs IBNCX (22 years). IBNCX (1.83) is less costly to investors than FBONX (0.30). IBNCX is a more actively managed with annual turnover of: 73.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than IBNCX: FBONX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 7.48 vs. FBONX (5.58).
| FBONX | IBNCX | FBONX / IBNCX | |
| Total Expense Ratio | 0.30 | 1.81 | 17% |
| Annual Report Gross Expense Ratio | 0.30 | 1.83 | 16% |
| Fund Existence | 5 years | 22 years | - |
| Gain YTD | 4.568 | 2.295 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.55B | 15,712% |
| Annual Yield % from dividends | 2.18 | 0.43 | 503% |
| Returns for 1 year | 5.58 | 7.48 | 75% |
| Returns for 3 years | 34.82 | 10.10 | 345% |
| Returns for 5 years | N/A | 4.80 | - |
| Returns for 10 years | N/A | -3.98 | - |
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